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. Free to install, with your first 3 leads on the house.
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. Every feature below, including all CRM and SMS integrations, is available on the free version too.
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. Included on the free version, not locked behind a paywall.
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.
Free to Start, One-Time Fee to Scale
Install free and capture your first 3 leads — every integration included, no credit card required. When you’re ready for unlimited leads, unlock it with a single one-time purchase.
Mortgage Lead Wizard
No credit card required. Install and go.
- 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
- Capped at 3 leads (lifetime)
Mortgage Lead Wizard Pro
Full plugin license. No recurring fees.
- Unlimited lead capture — no cap, ever
- 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
Already running the free version? Just enter your license key under Mortgage Leads → License in wp-admin — no reinstall needed, and your existing leads carry over automatically.
Perfect For
Built for any WordPress site that generates mortgage or real estate leads.
FAQ
Is there really a free version?
Yes. Install Mortgage Lead Wizard free and capture your first 3 leads at no cost — every integration (CRM sync, Twilio SMS, webhooks, CSV export) is included, not locked behind a paywall. Once you’ve captured 3 leads, new submissions pause until you activate a Pro license. Your first 3 leads are never deleted or hidden — you can always view and export them.
What happens to my leads if I upgrade later?
Nothing is lost. Enter your license key under Mortgage Leads → License and the cap lifts immediately — no reinstall, no reconfiguration. Every lead you captured on the free version stays exactly where it was.
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. This works on the free version too.
Can I use this on a client’s website?
Yes. One Pro license covers one WordPress installation. Purchase additional licenses for additional client sites. The free version can be installed on as many sites as you like, each with its own independent 3-lead allowance.
How do updates work?
Updates are delivered automatically through the WordPress Plugins page, exactly like any plugin from the official directory, whether you’re on the free or Pro version. Just click Update when notified.
Start Capturing Mortgage Leads Today
Add a professional, multi-step lead funnel to your WordPress site in minutes. Free to install, first 3 leads on us — upgrade anytime for unlimited leads and no monthly fees.