Lead capture pattern, built
A financing pre-qualification form.
Dental implants, solar, and a new roof are five-figure jobs that most households pay off over time, not in one check. This pattern turns a few basic questions into a monthly-payment range before anyone talks to a lender, then routes the answer straight to your team.
- A one-time website build, priced from $1,500
- No setup cost, and no separate software fee
- A 30-day guarantee: you do not pay if it does not work
How the form works
A few questions, a payment range, one warm lead.
The questions it asks
The visitor enters the project total, or picks a rough range if they do not have a firm quote yet, then answers a handful of soft questions: approximate credit standing, whether they own the home, and how they would rather pay, monthly or in one sum. Nothing here pulls a real credit file.
The logic behind the number
The form turns the project total into an estimated monthly payment across a few common term lengths, using the same rough math a point-of-sale lender publishes on its own site. It is a range, not an approval, and the page says so before and after the visitor sees it.
Where the lead goes
A finished estimate sends the project size, the term the visitor liked, and their contact details to a text and an email your team already checks. Nothing here decides who gets approved. It only tells you who is ready to talk financing before you call.
What happens when nobody picks up
A missed lead gets one short automatic follow-up pointing back to the real application, since a shopper comparing three contractors on payment terms tends to book with whichever one answers first.
Why pre-qualifying the payment works
It answers the real objection first
For a lot of households, dental implants, a full roof, or a solar system are not a question of wanting the work. They are a question of the monthly number. Showing a realistic range before the sales call removes the biggest reason someone stalls on booking one.
It never pretends to be the lender
The form is honest that it is not a credit application and not an approval. It hands off to the actual lender's own form for the hard pull, so nobody is misled about what a soft estimate can promise.
It respects credit-marketing rules
Advertising specific rates, terms, or approval odds runs into consumer-credit advertising rules in both Canada and the US, so the page sticks to a range built from public, illustrative numbers and points people to the lender for their actual terms.
It works for a jump between rooms
A solar quote, an implant treatment plan, and a roof estimate rarely land at the same dollar figure twice. Because the math runs off whatever total the visitor enters, the same pattern holds for a $6,000 job and a $40,000 one without a separate page for each price band.
How we build this into your site
01
We confirm which lender or program you already use
Most contractors and practices in this position already have a point-of-sale lending partner. We build the payment math around that partner's published terms so the number a visitor sees on your site lines up with what the lender actually offers.
02
We build and test the form
The estimator goes into your site as a real page, tested on a phone first, since a homeowner comparing three roofing quotes or a patient reading a treatment plan usually does that scrolling from a couch, not a desktop.
03
We connect the notification and the handoff
Once live, the lead reaches the phone or inbox your team already checks, and the visitor gets a clear next step to the lender's real application, so the soft estimate never gets mistaken for a decision.
Financing pre-qualification, answered
No. It is a soft, informal estimate built from a project total and a few basic questions. Any real credit check happens later, on the lender's own application, and the page says this plainly.
No, and it should not try to. Real rates depend on a hard credit pull the lender runs, not a website form, so the page shows an illustrative range instead of a promised number.
Practices and contractors selling a job most buyers finance rather than pay outright: dental implants, solar installs, roof replacements, and similar big-ticket work. We adapt the same pattern to whichever lender your business already uses.
No. It is a warm-up step that gets someone comfortable with a rough number before they fill out the lender's real form, which still has to happen for any actual financing to be approved.
We can still build the form around a general, published rate structure and flag clearly that final terms come from whichever lender you choose, while you shop for a partner.
Want this built for your business?
Tell us your typical project size and which lender or financing program you already work with, and we will scope a pre-qualification form around your real numbers as part of a one-time website build. A free proposal reaches you within one business day.