Mortgage Lead Capture System

Description

WPrequal offers lead capture tools, prequal form builder, contact forms, lead manager, CRM integrations, and a mortgage calculator. Simple-to-use short codes for any page, post or custom post type and widgets that can be used in any widget area or side bar. We also have a pop up functionality which requires no set up other than a few clicks in the settings area.

☑ Easy to use
☑ Beautifully Designed
☑ Mobile Responsive

Perfect for:
☑ Mortgage Professionals
☑ Real Estate Professionals
☑ Home Builders

Lead Capture and Prequal Form

Capture qualified leads with this easy-to-use prequal form. Gather mortgage leads with a beautiful and smooth survey that your visitors will love. Minimal user input and typing, mobile and touch optimized while collecting maximum info.

How to Guides
Shortcode Examples
Developer Documentation

Premium and Pro Features Available

WPrequal is free to use! If you love the plugin you can support us by upgrading to Premium or Pro which unlocks even more features!

  • Full Lead Details (Free includes a few Lead Fields, but there are more!)
  • Custom confirmation redirects
  • Connect API

    • MailChimp
    • Zoho CRM
    • Constant Contact
    • ActiveCampaign
    • Agile CRM
    • LionDesk
    • Capsule
    • iMaxCRM

Go Premium
Go Pro

More Info

WPrequal.com Support

WPrequal Standalone Landing Pages Show potential clients you are on top of your game. Integrate the built-in lead manager with names like MailChimp, LionDesk and iMaxCRM. Provide a beautiful online business card with your WPrequal Landing Page.

Notice: WPrequal does not collect or have access to any user information. All information collected by this tool is contained and managed by your website. WPrqual DO NOT sell leads or resell any information.

Screenshots

  • Prequal Form: The easy to read questionnaire.
  • Lead Contact Information: Get the information you need to close more deals.
  • Valuable Information: Prequalify your leads in advance.
  • Mortgage Calculator Button: Add this one click button anywhere on your website.
  • Mortgage Calculator: An easy to use mobile responsive mortgage calculator.
  • Lead Notifications: Finding out about your leads is fast and convenient.
  • Popup and Registration: You choose how your users interact with your website.
  • Confirmation and Redirect: Add a custom message or redirect your leads to another webpage.
  • Connect API: Connect your website to top CRMs (upgrade required).
  • Lead Manager: Managing your leads has never been easier.
  • Mortgage Calculators: US Dollar
  • Mortgage Calculators: Euro
  • Multiple Currency: Choose your currency
  • Amortization Calculator: Easy to read graph.

Installation

  1. Upload the plugin files to the /wp-content/plugins directory, or install the plugin through the WordPress plugins screen directly.
  2. Activate the plugin through the ‘Plugins’ screen in WordPress Admin.
  3. Navigate to WP Admin > WPrequal Settings.
  4. Click the Get Free API Key button.
  5. Add your email address.
  6. Add a custom confirmation message.(optional)
  7. Check the check boxes where you want the pop-up to display. (optional)
  8. Make sure to press the ‘Save Changes’ button.
  9. If you are using the short code or widget, place them in the desired locations.

How to Guides
Shortcode Examples

FAQ

Will WPrequal sell my leads?

NO! We do NOT sell your leads. Your leads are yours. They are stored on your website, we do not have access to them.

How do I see my leads?

-Email Notification, Text Message, or Lead Manager.
-The built-in Lead Export will allow you to download your leads via CSV at any time.

Is WPrequal free to use?

Yes. But, we do have a Premium and PRO license.

Can I use WPrequal on the homepage?

You can use WPrequal anywhere on your website. We have a pop-up, shortcode, and widget.

Reviews

April 2, 2019
Very nice and affordable. Go with premium.
June 8, 2018
Kevin was awesome to work with. We asked for a custom theme and he was very responsive and professional. A great plugin for the Mortgage Industry. I can't wait to try the Facebook plugin.
Read all 3 reviews

Contributors & Developers

“Mortgage Lead Capture System” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

7.0.26

  • Improvement – Add action and filter hooks for developers
  • Improvement – Fix layout on amortize calc months slider

7.0.25

  • Improvement – Add better message in form builder
  • Bug Fix – Mark amount inputs as required
  • Bug Fix – Allow 0 as a value in amount inputs

7.0.24

  • Improvement – Add margin under icons on prequal form
  • Improvement – Add filters to email settings
  • Improvement – Use input event for dynamic range effect on range sliders (not effective on Microsoft browsers)
  • Bug Fix – Microsoft compatibility for range input with amortize calculator
  • Maintenance – Remove deprecated Update functions

7.0.23

  • Bug Fix – Reduce size of small calulator slide thumbs

7.0.22

  • Bug Fix – reload prequal forms when slides are empty

7.0.21

  • Bug Fix – Microsoft range slider on input event

7.0.20

  • Bug Fix – Reduce excessive padding on calculator inputs

7.0.19

  • Bug FIX – CSS compatibilty issues with IE for range sliders
  • Bug Fix – Assign post ID for popup at plugin activation

7.0.18

  • Bug Fix – CSS compatibilty issue with IE.

7.0.17

  • Improvement – Add action hook for after post entry
  • Improvement – Add filter hook for entry

7.0.16

  • Bug Fix – Allow redirect with mutiple confirmation messages after form submission

7.0.15

  • Bug Fix – Missing label for redirect inputs in form builder

7.0.14

  • Improvement – Add remaining currency settings to calculators

7.0.12

  • Improvement – Add lead source taxonomy to leads
  • Bug Fix – Center icons when using themes

7.0.11

  • Improvement – Remove other plugin metaboxes from our custom post types

7.0.10

  • Bug Fix – Show default prequal form if post id is not valid
  • Bug Fix – Rework conditional logic rules
  • Improvement – Add real estste form template
  • Improvement – Optimize JS for prequal form builder
  • Improvement – Add select menu for prequal form template upload
  • Improvement – Cache prequal form inputs for form builder
  • Improvement – Allow edit of lead field labels in form builder
  • Improvement – Misc. UI/UX fixes for form builder

7.0.9

  • Bug Fix – Reformat json for mortgage form template

7.0.8

  • Bug Fix – Conflict with CSS class processing icons in other plugins

7.0.7

  • Bug Fix – Optimize admin JS for efficiency

7.0.6

  • Add jquery dependencies for admin JS
  • Bug Fix – Replace wp editor in confirmation message due to page loading issues

7.0.5

  • Bug Fix – Error in app.min.js

7.0.4

  • Bug Fix – more fix CSS conflicts for labels
  • Improvement – Replace action hook for prequal forms
  • Improvement – Add break line to credit score slide labels
  • Improvement – Add create slides from template functionality

7.0.3

  • Bug Fix – fa CSS class for FontAwesome dropdowns
  • Bug Fix – fix CSS conflicts for labels

7.0.2

  • Change assets URL for app css
  • Bug fix for API class in PostEntry
  • Fix CSS conflicts for labels

7.0.1

  • Add API version tracking

7.0

  • Complete plugin rewrite

6.4.4

  • Add filter for form endpoint

6.4.3

  • Bug fix – remove JS when not paid version

6.4.2

  • Add hidden input for pro features

6.4.1

  • Add reset settings to default value functionality
  • Simplify namespace

6.4

  • Move HTML from objects to views files
  • Bug fix – Fix error logging for emails
  • MISC clean up of object properties

6.3.14

  • Fix meta cap for delete leads

6.3.12

  • Check if post_type property isset for Lead

6.3.11

  • Adjust meta cap for delete_posts
  • Bug Fix – define input as var for Note

6.3.10

  • Bug Fix – missing api request headers

6.3.9

  • Fix empty POST variable in Entry.
  • Update Log to instantiate in Core.
  • Rename General tab to Dashboard tab in WPrequal Settings.

6.3.8

  • Fix misspelled work

6.3.7

  • Add border to registration input

6.3.6

  • Modernize styles for contact and registration forms
  • Remove placeholders for text inputs

6.3.5

  • Fix CSS conflict with Prequal contact form width

6.3.4

  • Fix CSS conflicts with misc theme styles for calculator

6.3.3

  • Instansiate Note class with action hook

6.3.2

  • Fix speeling error in auto update function

6.3.1

  • Add Prequal form themes

6.3

  • Add amortization calculator
  • Revamp calculator settings
  • Add auto update functionality

6.2.14

  • Remove access token from admin construct
  • Build objects using action hooks
  • Use option specific action hook for update access token
  • Move Widgets Init functionality to WidgetInit class
  • Move API functionality to API class
  • Move Update functionality to Update class

6.2.12

  • Add from email
  • Add condition to success email logging

6.2.11

  • Add logging for successful email and text
  • Delete logs when logging is disabled

6.2.10

  • Update CSS to improve layout on more themes

6.2.9

  • Add style attribute to hide popup Prequal form for extended popup delay

6.2.8

  • Bug fix – move euro to be after amount

6.2.7

  • Rename locale to form endpoint

6.2.6

  • Add settings to allow Prequal form customization for multiple countries

6.2.5

  • Fix misc CSS issues
  • Add light background version of mortgage calculator

6.2.4

  • Fix form nonce being cached

6.2.3

  • Add Canada postal code option

6.2.2

  • Update nonce process to prevent conflicts with cache
  • Add error logging for nonce failures

6.2.1

  • Add contact form
  • Add register form
  • Add Ajax security for entry

6.1

  • Update entry process

6.0.9

  • Add email error logging support

6.0.8

  • Fix form container class conflict with other plugins.

6.0.7

  • Fix css for form width on mobile.

6.0.6

  • Move dark class to form wrapper

6.0.5

  • Add small calc functionality.

6.0.4

  • Add form to allow user to opt-in for security and feature updates.

6.0.3

  • Popup form – Bug fix load form class wprequal-form

6.0.2

  • Add color picker and form light css

6.0.1

  • Set prequal form to use dark background by default

6.0

  • This is a complete rebuild of the plugin
  • Uses wprequal api2 v2

5.4.3

  • Add table for lead fields list in lead profile

5.4.2

  • Update lead fields list for free version

5.4.1

  • Fix file path for image in email footer.

5.4

  • Add namespace and reorder file structure

5.3.7

  • Add wpautop to visual editor for conformation message.
  • Change admin menu item WPrequal CRM to WPrequal Leads.

5.3.6

  • Fix permissions issue for landing page users.

5.3.5

  • Add class for easier styling of calc.

5.3.4

  • Add visual editor for confirmation message.

5.3.3

  • Add filter to api url to allow for more enhanced PRO version.

5.3.2

  • Set permissions for export leads page to plugin cap

5.3.1

  • Prevent deletion of Premium data

5.3

  • Add Lead Export to CSV functionality.

5.2.1

  • Css fix for radio button label

5.2

  • Store form in database to help site load time.

5.1.1

  • Bug Fix – Wrap objects with isset conditions in WPrequal Mail and WPrequal Text.

5.1

  • Add text message notifications.
  • Use wp_mail to send email notifications.

5.0.16

  • Add dark styles for lead capture form.
  • Add checkbox to choose dark styles in admin.

5.0.15

  • Update css font size for narrow sidebars.

5.0.14

  • Update css for better font sizes across all devices.

5.0.12

  • Redirect to reload settings page at start up.
  • Add action hook for Premium Button.

= 5.0.11=

  • Make api_key a class attribute.
  • Update start up form to be more helpful for new installs.

5.0.10

  • Add condition for to_email for Facebook compatibility.

5.0.9

  • Redirect to settings page on plugin activation.

5.0.8

  • Update jQuery for popups.

5.0.7

  • Update registration cookie expiration.
  • Update form to allow Postal Codes from Canada.

5.0.4

  • Update CSS for form popup.
  • Remove button from Mortgage Calc.

5.0.3

  • Add notes meta box to Lead edit page.

5.0.2

  • Adjust user caps for wprequal_lead post type.

5.0.1

  • Bug Fix – Remove body styles from scss.

5.0

  • Add CRM to manage leads.
  • Add post type for leads.
  • Store lead data locally.
  • Add scss for cool radio buttons.
  • Add email functions for agent notifications.
  • Add customizable confirmation message.

4.1.1

  • Update popup css

4.0.8

  • Add shortcode for mortgage calculator.
  • Add shortcode for mortgage calculator button.

4.0.8

  • Add action hook for Help Buttons.

4.0.7

  • Add class names to admin buttons.

4.0.6

  • Add range inputs to mortgage calc.

4.0.5

  • More – Remove conflicts with older versions of Fontawesome.

4.0.3

  • Remove conflict with older versions of Fontawesome.

4.0.2

  • Add class to close pop up onClick of background.

4.0.1

  • Add icon to mortgage calculator button.

4.0.0

  • Add mortgage calculator widget.
  • Add mortgage calculator popup button widget.

3.1.2

  • Add class to <tr> in admin.

3.1.1

  • Update user roles and caps.
  • Add landing page link to admin.

3.1.0

  • Improve form validation

3.0.8

  • Update css for popup on screen with under 380px

3.0.7

  • Move Fontawesome to wprequal server.
  • Enqueue Styles late to prevent other plugin css overwriting ours.
  • Enqueue JS early to prevent other plugin JS from breaking ours.

3.0.7

  • Update Fontawesome icons.

3.0.6

  • Add back up font for Google Font

3.0.5

  • Bug fix – Remove undefined variable.

3.0.4

  • Bug fix – Remove undefined variable.

3.0.3

  • Add forced registration to pop-up.

3.0.2

  • Update to email to work with Facebook Tabs.

3.0.1

  • Enqueue Styles earlier to print styles in head.

3.0.0

  • The is a major update to the entire plugin.

2.1.0

  • Move settings to a sub-menu page.
  • Bug fix – correct input value for header_font_size

2.0.0

  • Enqueue scripts/styles only when widget is present.
  • Replace submenu page with main menu page.
  • Add API connections to display leads on admin page.
  • Add admin nonce to admin listeners.

1.1.2

  • Fix bug for api request error.

1.1

  • Change to readme.txt – Plugin Description.
  • Upgrade function calls to use the WP action and filters api.
  • Update api version.
  • Add [wprequal] shortcode.
  • Update style.css for new api response options.
  • Update wprequal.js to receive Ajax response from api.

  • Bug fix activation token.

1.0

  • Change to readme.txt – Installation Instructions.
  • Change to readme.txt – Plugin Description.