CaptureMortgageLeadsWithFullFinancialContext
Smart triage forms that pre-qualify borrowers by loan type, property value, credit score, and timeline — before your loan officers make a single call.
Mortgage leads are expensive. Whether you’re buying them from a lead vendor or generating them through ads, the cost per lead keeps climbing. And half of them don’t qualify.
MeritsOnly’s mortgage triage widget asks the pre-qualification questions upfront: What type of loan? Purchase or refi? Property value? Credit score range? Employment status? By the time someone submits, you know if they’re a real prospect.
Route qualified leads directly to your loan officers via webhook. No more buying leads from vendors who sell the same lead to 5 other brokers.
Why Most Mortgage & Refinance Lose Leads
Expensive Unqualified Leads
Lead vendors charge $30-80 per lead, and half don’t have the credit score or income to qualify.
Shared Leads
Lead vendors sell the same lead to 5+ lenders. Speed-to-call is everything, but quality suffers.
No Financial Context
Generic forms give you a name and phone number. No credit score, no income, no property value.
Compliance Headaches
You need to capture consent and disclosures properly. Generic forms don’t handle this.
Pre-qualifies by loan type, credit score, property value, and employment
Exclusive leads — not shared with competitors
Webhook delivery to your LOS or CRM in real-time
Captures consent and disclosures in the form flow
MeritsOnly Captures Every Lead — Automatically
Our mortgage & refinance widget qualifies every visitor with smart multi-step triage, so you only spend time on the leads most likely to convert.
How the Form Flow Works
Multi-step triage in under 60 seconds
Click through the actual form your clients will see
What 5 Pre-Qualified Borrower Leads Per Month Could Mean
Adjust the slider to see your revenue potential — for a flat monthly fee, not per-lead.
Monthly Investment Comparison
For 5 leads, MeritsOnly costs 90% less than typical mortgage & refinance lead generation — and you keep every lead.
*Estimates based on industry averages. Your $59/mo flat fee never changes regardless of lead volume.
Capture Leads on Every Channel
Your target audience is everywhere. Your mortgage & refinance lead capture needs to be everywhere too.
Website Embed
Drop a smart lead-gen widget on any page of your website in 60 seconds.
Custom Domain
Host your form on your own branded domain — looks 100% yours.
Add your form link to your Facebook page, posts, and ads.
Put your form in your Instagram bio link and Stories.
Google Business
Replace your Google Business Profile phone with a smart form link.
YouTube
Add your form link to video descriptions and channel about page.
Email Signature
Add a lead capture link to every email your team sends.
QR Code
Print QR codes for business cards, flyers, vehicle wraps, and signage.
Proven Playbooks for Mortgage & Refinance
See It In Action
How It Looks on a Real Website
We built a full demo website for a fictional mortgage & refinance business to show you exactly how MeritsOnly widgets integrate into a real site — embedded forms, popup widgets, exit-intent captures, and QR codes, all working together.
Click through the different service-specific intake forms and see how each one asks the right qualifying questions for that practice area.
View Live Demo WebsiteOpens in a new tab — fully interactive, no signup required
Start Closing More Mortgage & Refinance Leads
Join the smart mortgage & refinance businesses upgrading their lead capture with MeritsOnly. Setup takes 60 seconds.
No Credit Card Required • Instant Setup