Turn Your WordPress Site Into a Mortgage Lead Machine
Multi-step lead funnels for Purchase, Refinance, and Cash-Out. Built-in CRM sync, Twilio SMS alerts, CSV export, and a clean admin dashboard — all from a single shortcode.
Purchase Funnel
Multi-step wizard that qualifies buyers with property type, credit score, loan amount, employment status, and contact info — all before they ever call.
Refinance Funnel
Separate flow for homeowners looking to lower their rate. Captures current loan details, property value, and motivation — high-intent leads, not tire-kickers.
Cash-Out Refinance Funnel
Dedicated path for borrowers wanting equity access. Collects property value, existing balance, desired cash-out amount, and purpose — all in a clean step-by-step flow.
Everything in the Box
From the first click on the mortgage form to the lead arriving in your CRM, Mortgage Lead Wizard handles the whole flow — no third-party form builders required.
Deploy in Minutes with One Shortcode
Paste the shortcode on any WordPress page and the full multi-step wizard appears instantly. Choose light or dark theme to match your site.
Integrations That Close Deals
Every lead captured hits your inbox, your phone, and your CRM — simultaneously. No manual copying, no missed follow-ups.
Twilio SMS
Instant text alert the moment a lead submits. Customize the message template with lead’s name and loan type.
Webhook / Zapier
Send lead data as JSON to any URL — Zapier, Make, n8n, or your own endpoint. Works with any tool that accepts webhooks.
HubSpot
Leads land in HubSpot as contacts automatically. Keep your sales pipeline moving without lifting a finger.
Salesforce
Push new mortgage leads directly into Salesforce CRM the moment they submit the form.
Zoho CRM
Sync leads to Zoho automatically. Combine with Zoho’s automation rules to trigger follow-up sequences.
CSV Export
Download all your leads as a spreadsheet anytime from the WordPress admin. Share with your team or upload to any CRM.
Product Preview
Real screens from the plugin running live on WordPress.
The Lead Wizard — What Your Visitors See
A clean, progress-tracked multi-step form that guides borrowers from loan type all the way to contact details. Works in light or dark theme and fits any WordPress page with a single shortcode.
Full Admin Dashboard
Manage leads, configure integrations (HubSpot, Salesforce, Zoho, Twilio, Webhook), customize appearance, and manage your license — all from the Mortgage Leads menu in your WordPress admin.
Why Mortgage Lead Wizard?
Qualified Leads Only
The multi-step format pre-qualifies every submission. By step 4, you know the loan type, property, credit range, employment status, and loan amount — before making contact.
Speed to Lead
Twilio SMS fires the moment a form submits. The fastest follow-up wins the loan. Mortgage Lead Wizard makes sure you’re always first to respond.
WordPress Native
No iframe embeds, no third-party forms, no SaaS subscription. Leads are stored in your own database and your CRM — not someone else’s cloud.
One-Time Pricing
No monthly subscription. Pay once and generate mortgage leads forever.
Mortgage Lead Wizard
Full plugin license. No recurring fees.
- 3 loan type funnels (Purchase, Refinance, Cash-Out)
- WordPress admin lead dashboard
- Twilio SMS instant alerts
- Admin email notifications
- HubSpot + Salesforce + Zoho CRM sync
- Webhook / Zapier compatible
- CSV lead export
- Light & dark wizard themes
- Lifetime plugin updates
Perfect For
Built for any WordPress site that generates mortgage or real estate leads.
FAQ
Where are the leads stored?
Leads are stored in your own WordPress database — you own the data. You can view and manage them from the Mortgage Leads dashboard in your WordPress admin, export to CSV anytime, and push them to any connected CRM.
Does it work with Elementor or page builders?
Yes. The
Do I need a Twilio account for SMS?
Yes. SMS alerts require your own Twilio account (Twilio SID, Token, and From number). You enter these in the plugin’s Settings page. Twilio costs are paid directly to Twilio — typically a fraction of a cent per SMS.
Can I use this on a client’s website?
Yes. One license covers one WordPress installation. Purchase additional licenses for additional client sites.
How do updates work?
Updates are delivered automatically through the WordPress Plugins page, exactly like any plugin from the official directory. Just click Update when notified.
Start Capturing Mortgage Leads Today
Add a professional, multi-step lead funnel to your WordPress site in minutes. One purchase, unlimited leads, no monthly fees.