One snapshot import deploys the Mortgage Readiness Assessment quiz, 4-tier borrower pipeline, and 10 automated workflows for your mortgage client. Rate-sensitive borrowers comparing lenders route to consultation scheduling automatically. Their leads start qualifying themselves before you leave the room.
Complete mortgage borrower infrastructure
From zero to a fully running lead qualification and pipeline system for your mortgage client in under 30 minutes
From blank sub-account to live, pre-qualified borrower lead flow: under 30 minutes.
The Mortgage Readiness Assessment is a 16-question scored quiz built for mortgage lead pre-qualification. The first question routes every lead by their loan need: buying their first home, refinancing an existing mortgage, accessing home equity or a HELOC, or purchasing an investment property. Each path carries point values calibrated to readiness, timeline urgency, and loan complexity. A borrower scoring 38 or above routes Hot immediately. Any borrower who answers ASAP on the timeline question routes Hot regardless of total score. Rate-sensitive borrowers comparing multiple lenders are identified and escalated the same hour they submit. This quiz is a pre-qualification assessment tool. It is not a formal pre-approval and does not constitute a lending commitment.
The PQCMLO snapshot deploys complete mortgage borrower lead management infrastructure in a single GHL import. The Mortgage Borrower Pipeline stages every qualified lead from first contact through booked consultation and application follow-up. Ten pre-wired workflows handle quiz submission routing, temperature-specific borrower nurture, consultation booking confirmation, a pre-consultation value drop, no-show recovery, and reschedule response. Fourteen custom fields capture loan type, pre-approval status, credit range, income range, down payment availability, and purchase or refinance timeline. Twelve tags drive all routing and segmentation decisions.
The PQC Landing Page Builder generates a branded landing page for the loan officer or brokerage using native GHL code. Deploys same day as the snapshot. The landing page connects directly to the Mortgage Readiness Assessment quiz, routes qualified borrowers into the pipeline, and surfaces the brokerage's loan products and consultation booking flow. The agency configures the brokerage name, licensing information, and brand once.
When a borrower submits the Mortgage Readiness Assessment, Workflow 1.0 fires immediately. Borrowers scoring 38 or above route Hot. Borrowers who answer ASAP on the timeline question route Hot regardless of score. The loan officer receives an internal notification with the borrower's loan type, pre-approval status, credit range, income range, down payment status, and timeline. Rate-sensitive borrowers comparing multiple lenders simultaneously make their decision in hours. The internal notification fires the same hour the lead submits.
Four temperature-specific sequences fire automatically from quiz submit. Hot borrowers receive 5 touchpoints over 5 days written for someone comparing lenders now: focused on the consultation process, documentation checklist, and timeline to closing. Warm borrowers receive 4 touchpoints over 12 days addressing rate environment context, loan product options, and what to expect during underwriting. Cool borrowers receive 4 touchpoints over 27 days with educational content about the home buying or refinancing process, down payment programs, and market timing. Long-term borrowers receive a single positioning email. All 14 touchpoints are pre-written with mortgage-specific language. When a borrower books, the nurture sequence stops automatically.
Nine questions in the Mortgage Readiness Assessment carry point values calibrated to borrower readiness and deal urgency. A borrower with a clear loan type, strong credit range, sufficient down payment, an immediate purchase timeline, and pre-approval already in progress scores near the top. A borrower broadly exploring their options with no specific property or timeline scores toward the middle. The score outputs four clearly routed buckets.
| Manual Build | PrettyQuizCodes | |
|---|---|---|
| Setup time per mortgage client | 15+ hours | Under 30 minutes |
| Loan type segmentation at intake | Not captured | ✓ First question routes purchase, refi, HELOC, investment |
| Rate-ready borrower routing | ✗ Not possible manually | ✓ ASAP override fires notification immediately |
| Long-cycle nurture sequences | Written from scratch | ✓ 14 pre-written mortgage-specific touchpoints |
| Internal notification speed | Manual CRM check | ✓ Loan officer notified same hour as submission |
| Borrower pipeline segmentation | Manual configuration | ✓ 4-tier automatic temperature routing |
| AI quiz and LP content | Written per client | ✓ Niche-specific copy generated |
| Monthly tool cost | $200+ (separate tools) | $17/mo total |
The mortgage snapshot deploys a 16-question Mortgage Readiness Assessment quiz with loan-type routing and borrower readiness scoring, a 4-tier Mortgage Borrower Pipeline, temperature-specific nurture sequences written with mortgage industry terminology, internal notifications with full borrower qualification profiles for hot leads, and consultation booking automation connected to the loan officer's calendar. The quiz is a pre-qualification assessment tool and does not constitute a lending commitment or formal pre-approval.
From snapshot import to live quiz: under 30 minutes. The snapshot imports in 5 minutes. Branding the quiz and landing page takes 10 minutes. Connecting the webhook and running a test lead takes another 10 minutes.
The Mortgage Readiness Assessment includes a timeline question. Any borrower who answers ASAP routes to Hot regardless of their total score. The loan officer receives an internal notification the same hour the lead submits. Borrowers actively comparing lenders are never left in a general follow-up queue.
ScoreApp costs $39 to $149 per month for the quiz tool alone and sits outside GoHighLevel. PrettyQuizCodes includes the scored quiz, landing page builder, and 10 automated workflows at $17 per month total, running natively inside GHL. ScoreApp does not include loan-type routing, borrower pipeline segmentation, or mortgage-specific nurture sequences.
Yes. Each loan officer or brokerage operates inside a separate GHL sub-account. You deploy the mortgage snapshot into each sub-account individually using the same quiz workstation. The $17/mo subscription covers your workspace access across all deployments.
The sequence continues based on their temperature. A Warm borrower receives 3 more emails and an SMS over 12 days. A Cool borrower receives 3 more emails and an SMS over 27 days. When any borrower books, the booking confirmation workflow fires and the nurture sequence stops automatically.