Mortgage Prequalification
Pre-qual forms ask for income and property type. Your concierge learns they're serious (already lost one offer), have complicated income (1099 + W2), and need to close in 45 days. Loan officers get borrowers they can actually help—with the context to do it fast.
Paste your form URL
We analyze the page—and the rest of your site—to understand what your company does, how you talk about it, and what makes you different. Your concierge gets branded with your logo and colors, and speaks in your voice from the start.
No credit card required
Customize with natural language
Tell your concierge what to do—in plain English (or any other language). Add logic, require certain questions, or guide users to different destinations based on their answers.
Add conditional logic
If they're self-employed, ask about their business history and documentation
If they have credit concerns, ask about recent changes to their score
Add mandatory questions
Always ask about their employment history and income sources
Ask if they're working with a real estate agent
Guide users based on their answers
If they qualify for multiple programs, explain the trade-offs
If they need credit repair, connect them with our partner
Add automations
Connect your concierge to Slack, your CRM, or any API—using the same natural language interface.
Example automations
Create a lead in LendingPad with pre-qual details
Send borrower summary to Zeitro for rate comparison
Add to Salesforce pipeline with loan program recommendation
Embed your concierge
Choose from 7 embed options—popup, slider, inline, full-page, and more—or use the MCP to build it directly into your app.