Start here
From zero to first lead
Six steps, three short reads, about an hour in total. Follow them in order.
- 1
Create your free account
Sign up with no card. The Free plan embeds up to 5 mortgage and loan calculators on one domain.
Create free account - 2
Choose your first two calculators
Pick by page intent: the question your visitors ask on that page.
Read: Where to put a mortgage calculator on your website: 7 placements, ranked · 4 min - 3
Brand them and set the action
Colors, font, copy, language — then a lead form or Get a Quote on high-intent pages.
- 4
Embed on your site
Paste the one-line snippet into your builder’s HTML block.
Read: How to embed a calculator in WordPress, Wix, Squarespace, Webflow and HighLevel · 2 min - 5
Route the leads
Leads land in your CRM automatically; on Pro and Business forward them by webhook.
Read: How to send mortgage calculator leads into GoHighLevel with a webhook · 2 min - 6
Check compliance
NMLS ID, disclaimers, consent wording — before you promote the page.
Read: A compliance checklist for mortgage calculator pages and lead forms · 3 min
Q.01How long does setup take?
Most people embed a first calculator in about 5 minutes; routing leads to a CRM adds about fifteen.
Q.02Which calculator should I start with?
The mortgage payment calculator on your homepage and the calculator for your main loan program (FHA, VA, refinance) on that program’s page.
Q.03Do I need Pro to get started?
No. Free is enough to launch and capture leads. Upgrade for webhooks, white-label and more calculators.
Q.04What if my website builder isn’t listed?
If it lets you add an HTML or code block, the embed will work.
Q.05How do I know it’s working?
Submit a test lead on your phone and confirm it appears in Contacts. Then review leads by calculator monthly.
Q.06Can someone walk me through it?
Yes — book a walkthrough from the contact page.
Q.07What should I read after this?
How calculators generate leads explains the principles behind each step.
Q.08Is there a checklist for compliance?
Step one takes a minute
Create your free account and embed your first calculator today.
- Free plan, no card
- 14-day trial on Pro & Business
- Cancel any time