---
title: "FunnelFi | Double Your Close Rate with Pre-Qualified Leads"
url: https://funnelfi.ai/
description: "FunnelFi pre-qualifies every applicant in real time with credit, income, and loan program match, so your team only talks to people who are qualified for your product."
lang: en
---

Limited offer

Full access for life

**$997 one-time** normally $297/mo.

Limited offer Full access for life: **$997 one-time** vs $297/month. Save $2,567 in year one

Soft-pull pre-qualification · No SSN · No score impact · See plans (https://funnelfi.ai/pricing)

Get Started: https://funnelfi.ai/pricing
Book a Demo: https://funnelfi.ai/schedule-call

# #1 Financial Pre-Qualification Funnel System For

FunnelFi pre-qualifies every applicant in real time with credit, income, and loan program match, so your team only talks to people who are qualified for your product.

Rated 4.9/5 FCRA-compliant Credit Report Included

Image: FunnelFi dashboard showing total leads, qualification metrics and qualified pipeline value (https://funnelfi.ai/assets/funnelfi-dashboard-hero-pii-DLO6f894.webp)

## Built to convert and qualify, so you can close.

Not a generic CRM with a credit add-on. FunnelFi is built end to end for funding, mortgage and high-ticket sales teams.

### Mortgage / Loan Officers / Brokers

Know credit tier, capacity and program fit before you order a tri-merge or burn an hour on a file that will never close.

- Soft-pull credit tiering
- Purchase, refi & HELOC matching
- LOS/CRM handoff

### SMB Lenders / ISOs / Brokers

Every application scored for fundability: credit, bank statements, revenue signals. All before it hits an underwriter or a dialer.

- Bank statement analysis
- MCA, SBA, term & LOC matching
- White-label buyer portal

### Agencies & High-Ticket Sales

Sell qualified files, not form fills. Prove purchasing power on every lead and feed the pixel with buyers instead of tire-kickers.

- Qualified-only lead delivery
- Meta CAPI feedback loop
- Per-client sites & routing

1.8s

Avg. qualification time

2.4x

Higher close rate

-61%

Wasted dials

95%

Qual. match rate

## Bring your own funnel. Or launch one of ours.

No rebuild, no redirect, no IT project. Plug FunnelFi into the pages and forms you already run, or start with a proven, fully customizable template.

Image: GoHighLevel logo (https://www.google.com/s2/favicons?domain=gohighlevel.com&sz=128)

Image: ClickFunnels logo (https://www.google.com/s2/favicons?domain=clickfunnels.com&sz=128)

Image: Heyflow logo (https://www.google.com/s2/favicons?domain=heyflow.com&sz=128)

Image: Typeform logo (https://www.google.com/s2/favicons?domain=typeform.com&sz=128)

Image: Webflow logo (https://cdn.simpleicons.org/webflow/518DEE)

Image: Unbounce logo (https://www.google.com/s2/favicons?domain=unbounce.com&sz=128)

Image: Jotform logo (https://www.google.com/s2/favicons?domain=jotform.com&sz=128)

Image: Zapier logo (https://cdn.simpleicons.org/zapier/FF4A00)

FunnelFi plugs in

### Your funnel, with credit intelligence layered in

Keep your landing pages, ads, forms and CRM exactly as they are. FunnelFi sits behind the scenes with soft-pull credit, capacity checks, program matching and routing, all without changing the experience your team already built.

- Easy integration regardless of your tech stack
- Works with your existing website, CRM, and ad accounts
- Your systems don't change. They just get smarter

yourbrand.funnelfi.com

Image: Pre-built FunnelFi funding site template (https://funnelfi.ai/__l5e/assets-v1/693fd4d9-7d15-47fd-9257-2c2dfff0b273/funnelfi-funding-site-v2.webp)

Mobile-optimized Conversion-tested Fully customizable

### Our funnel, proven to convert out of the box

Launch a branded, mobile-optimized funding site with every best practice already built in: progress steps, trust badges, verification and pre-qualification screens. Customize the look, logic and offers without touching code.

- Pre-built, conversion-tested funding site templates
- Customize colors, fields, programs and routing rules
- Live in minutes, not weeks

## Three steps between you and a fundable pipeline.

From form submit to sales-ready file in under three seconds.

Step 01 · ~5 min setup

### Connect

Wire FunnelFi into any form, funnel, CRM or calendar you already run. Most teams are live the same day.

Step 02 · < 1.8 seconds

### Screen

Every applicant gets a soft-pull credit read, capacity check, document analysis and program match in real time.

Step 03 · Automatic

### Route

Qualified files go to closers. DNQs route to nurture or a matched alternative offer so nothing gets wasted.

## Every loan type, every program, matched in real time.

One soft pull returns credit tier, capacity, risk flags and the exact products the applicant is most likely to be approved for.

SBA & term loans

Up to $500k

Merchant cash advance

Revenue-based

Business lines of credit

Revolving

Mortgage · purchase & refi

Conv, FHA, VA

HELOC & home equity

Equity tap

Equipment & auto finance

Asset backed

Buy Now, Pay Later

Instant approval

Personal & consumer loans

Ticket 2k–100k

Soft-pull credit intelligence

Soft pull

Image: FunnelFi soft-pull credit report detail (https://funnelfi.ai/__l5e/assets-v1/7fe18747-cfa6-4819-80e6-b9bc7fe75601/funnelfi-credit-report-blurred.webp)

### See the credit file before the first call

Full tradeline detail, utilization, derogatories and score band. No SSN, no score impact.

Matched offers & programs

Offers ready

Image: Matched loan offers with best-match flags on an FunnelFi lead (https://funnelfi.ai/__l5e/assets-v1/2105d7e1-333b-44eb-bf6f-14269ad5a4da/offers-dashboard-dark-v2.webp)

### Open the call with an offer, not a question

Each file returns approved products and amounts, so reps know exactly what to pitch.

Bank statement & fundability scoring

Auto-scored

Image: Bank statement fundability score (https://funnelfi.ai/__l5e/assets-v1/3acf0707-d87a-49fe-bb12-4ffffe02ac49/omnia-bank-statement-fundability-score.webp)

### Statements read and scored automatically

Revenue, average balance, NSFs and a fundability score returned without manual review.

Buy Now, Pay Later & consumer financing

Approval band

Image: Consumer financing capacity overview (https://funnelfi.ai/__l5e/assets-v1/cd4f5457-56d0-4414-86d1-3d6c4929b176/bnpl-dashboard-logos-v3.webp)

### Know what they can afford before the call

For high-ticket offers: monthly payment capacity and approval range up front.

## Everything from first click to funded deal.

Sites

### A funding site that's live before your first ad dollar

Launch a branded funnel, application and thank-you flow with AI in minutes. Mobile-optimized and built to qualify.

- AI-generated funding sites and landing pages
- Drag-and-drop visual editor, your brand and domain
- Mobile-first pages that load and convert

Image: FunnelFi Sites builder (https://funnelfi.ai/__l5e/assets-v1/2b4b2cc0-8a10-4b52-a6e0-f633e0d4a85d/funnelfi-funding-site.webp)

Forms

### An application that filters for you, question by question

Custom qualification questions, phone verification and instant decisions, so junk never enters your pipeline.

- Custom pre-qualification questions per vertical
- Phone and identity validation built in
- Instant approval or alternate-offer screen

Image: FunnelFi application flow (https://funnelfi.ai/__l5e/assets-v1/ca933bab-b3f7-46a2-af12-ec493a064ed7/funnelfi-application-step-1-light.webp)

Pre-qualification insights

### Instant pre-qualification with credit, income and risk insights

Every lead arrives scored with credit tier, household income, alerts and a clear picture of what they qualify for before anyone picks up the phone.

- Credit score, tradelines and alerts at a glance
- Household income and capacity checks built in
- Approval-range and next-best-offer guidance

Image: Lead dashboard showing credit score, income, alerts and category balances (https://funnelfi.ai/assets/leadiq-insights-dashboard-pii-Cvrkn19j.webp)

Partner Portal

### A white-labeled portal your buyers actually log into

Deliver qualified files under your brand. Buyers review, accept and track without a single email attachment.

- Your logo, your domain, your pricing
- Per-buyer access and delivery rules
- Accept / decline tracked automatically

Image: White-labeled partner buyer portal (https://funnelfi.ai/assets/funnelfi-lender-portal-pii-D-IoVnbQ.webp)

Calendar Intelligence

### Only qualified applicants reach your calendar

Qualification happens before booking, so every meeting on your team's calendar is a real opportunity.

- Book straight from the approval screen
- Route by tier, program or territory
- Confirmation pages that carry the file with them

Image: Calendar booking after qualification (https://funnelfi.ai/assets/calendar-iq-agency-pii-BM7w9KdU.webp)

Smarter ads

### Your ads get smarter with every single lead.

Every qualified lead feeds back into your campaigns, so targeting, creative and spend tighten automatically.

- Audience suppression based on real qualification outcomes
- Lookalike seeding from approved buyers, not just clicks
- Custom qualification rules tied to credit, income, etc.

-38%

Cost per qualified lead

24/7

Hands-off pixel training

Meta Ads

Image: FunnelFi (https://funnelfi.ai/__l5e/assets-v1/938f67ec-eda8-469f-80d0-02a362b6a13c/funnelfi-mark.png)

DNQ

Qualified

Better leads Better qualified buyers

Lower CPA Spend on qualified only

## Mobile-optimized funding sites that convert on the spot.

Every funnel ships as a fast, branded mobile experience from the first question to the pre-qualified celebration screen.

Image: Mobile-optimized FunnelFi funding site, application step one (https://funnelfi.ai/__l5e/assets-v1/6ff7395d-f531-4c57-b680-32913ccc00b1/funnelfi-mobile-site-form.webp)

### Qualify from any device

Thumb-friendly applications with progress steps, trust badges and funding-goal pickers without pinch, zoom, or drop-off.

Get started (https://funnelfi.ai/pricing)

Image: Built-in phone verification inside the mobile application flow (https://funnelfi.ai/assets/funnelfi-mobile-site-verify-pii-D5CU5XQG.webp)

### Verified before they submit

One-tap SMS code validation is baked into the flow, so fake numbers and junk leads never reach your pipeline.

Image: Mobile pre-qualified celebration screen with document upload next step (https://funnelfi.ai/__l5e/assets-v1/3e235aa2-b8b3-45ef-af52-00bb2dd2abd0/funnelfi-mobile-site-prequalified.webp)

### Instant pre-qualification

Applicants see their approved amount, next steps and a secure document upload while the win is still warm.

## FunnelFi works with any tech stack.

One-line install on any funnel, CRM, form builder or ad platform. Leads pour in from wherever you run traffic, and come out verified, credit-checked, program-matched and routed.

Image: HubSpot logo (https://cdn.simpleicons.org/hubspot/FF7A59) HubSpot

Image: Typeform logo (https://www.google.com/s2/favicons?domain=typeform.com&sz=128) Typeform

Image: Webflow logo (https://cdn.simpleicons.org/webflow/518DEE) Webflow

Image: WordPress logo (https://cdn.simpleicons.org/wordpress/13222F) WordPress

Image: Zapier logo (https://cdn.simpleicons.org/zapier/FF4A00) Zapier

Image: Mailchimp logo (https://cdn.simpleicons.org/mailchimp/F9BD28) Mailchimp

Image: ClickFunnels logo (https://www.google.com/s2/favicons?domain=clickfunnels.com&sz=128) ClickFunnels

Image: GoHighLevel logo (https://www.google.com/s2/favicons?domain=gohighlevel.com&sz=128) GoHighLevel

Image: Gravity Forms logo (https://www.google.com/s2/favicons?domain=gravityforms.com&sz=128) Gravity Forms

Image: Unbounce logo (https://www.google.com/s2/favicons?domain=unbounce.com&sz=128) Unbounce

Image: Calendly logo (https://cdn.simpleicons.org/calendly/518DEE) Calendly

Image: Jotform logo (https://www.google.com/s2/favicons?domain=jotform.com&sz=128) Jotform

Image: Meta Ads logo (https://cdn.simpleicons.org/meta/518DEE) Meta Ads

Image: Google Ads logo (https://cdn.simpleicons.org/googleads/F9BD28) Google Ads

Image: Salesforce logo (https://www.google.com/s2/favicons?domain=salesforce.com&sz=128) Salesforce

Image: Kajabi logo (https://www.google.com/s2/favicons?domain=kajabi.com&sz=128) Kajabi

Image: Leadpages logo (https://www.google.com/s2/favicons?domain=leadpages.com&sz=128) Leadpages

Image: Webhooks / API logo (https://www.google.com/s2/favicons?domain=postman.com&sz=128) Webhooks / API

Image: Slack logo (https://cdn.simpleicons.org/slack/4A154B) Slack

Image: Twilio logo (https://cdn.simpleicons.org/twilio/F22F46) Twilio

Image: Shopify logo (https://cdn.simpleicons.org/shopify/2A5BFF) Shopify

Image: Notion logo (https://cdn.simpleicons.org/notion/13222F) Notion

Image: Airtable logo (https://cdn.simpleicons.org/airtable/F9BD28) Airtable

Image: Make logo (https://www.google.com/s2/favicons?domain=make.com&sz=128) Make

## Stop talking to people who can't buy. Start closing the ones who can.

Funding desks, mortgage branches and lead sellers running FunnelFi every day.

Verified customer

> “We went from chasing everyone to closing the 30% who could actually qualify. Same ad spend, more than double the funded volume.”

DS Director of Sales Business funding · 40 seats

2.4x

close rate

-61%

wasted dials

1.8s

to qualify

4.9/5

Rated by 240+ lending, mortgage and lead-gen teams qualifying with FunnelFi.

VS

> “Our reps stopped guessing. Every call starts with a real credit picture.”

VP Sales · Business funding

LG

> “We price leads higher now because buyers can see the file is fundable.”

Founder · Lead gen agency

BM

> “Cut our tri-merge spend dramatically. We only pull when it's worth pulling.”

Branch Manager · Mortgage

HG

> “Booked calls doubled in quality within the first week.”

Head of Growth · Med spa group

## Other tools give you credit scores. FunnelFi gives you credit intelligence.

Same lead form. Completely different intelligence.

Feature

Other Providers

FunnelFi

Qualification match rate

<80%

95%

Purchasing Power

No

Yes

Income Information

Maybe

Yes

Real-Time Data

No

Yes

Business Funding Pre-Qualification

No

Yes

Mortgage Pre-Qualification

No

Yes

Buy Now Pay Later Qualification

No

Yes

Intelligent routing

Maybe

Yes

Works with any form

No

Yes

Customizable Pre-Qualification Forms

No

Yes

Customizable Pre-Qualification Website

No

Yes

Secure Document Collection

No

Yes

## Stop Guessing. Start Qualifying.

Every lead arrives pre-qualified with credit, income, and program match verified in real time, before your team ever picks up the phone.

Soft pull only No SSN required Zero score impact Credit Report Included

## Structured data

```json
[
  {
    "@context": "https://schema.org",
    "@graph": [
      {
        "@type": "Organization",
        "@id": "https://funnelfi.ai/#organization",
        "name": "FunnelFi",
        "url": "https://funnelfi.ai",
        "logo": "https://funnelfi.ai/favicon.png",
        "sameAs": []
      },
      {
        "@type": "WebSite",
        "@id": "https://funnelfi.ai/#website",
        "url": "https://funnelfi.ai",
        "name": "FunnelFi",
        "publisher": {
          "@id": "https://funnelfi.ai/#organization"
        }
      }
    ]
  },
  {
    "@context": "https://schema.org",
    "@type": "Service",
    "name": "FunnelFi Real-Time Credit Qualification",
    "description": "Soft-pull credit pre-qualification with FICO, DTI, and program matching for lenders, lead providers, mortgage LOs, and high-ticket sales.",
    "url": "https://funnelfi.ai",
    "provider": {
      "@id": "https://funnelfi.ai/#organization"
    },
    "serviceType": "Credit Pre-Qualification",
    "areaServed": "US"
  }
]
```