Without a concrete number, retirement planning stays abstract. That's why many people put off the consultation.
For financial advisors, loan brokers and insurance brokers
First a number for your client, then the consultation.
Purchase price, equity and term give the loan and a payment range in the mortgage calculator. The pension gap and disability calculators show what is missing and which cover fits before the consultation is requested.
Sound familiar?
Why a contact form isn't enough here.
In the first call you ask about equity, job and timeframe. The conversation turns into data entry.
Private clients and companies need different questions. One form for everyone fits no one.
Try it
Try the “Mortgage calculator” template.
Click through like your customers. On the right you see what arrives in your leads board. Nothing is sent.
Live demo
The real Mortgage calculator template from Funnelforms Pro 5.0 with all paths, calculations and design. Included in Funnelforms Pro.
All questions of the template
Shortened from the Mortgage calculator template (8 steps). The template also includes the remaining debt for follow-up financing, the timing and the overview “Your financing at a glance”.
- 1Choice with icons
What would you like to finance?
Buy a propertyBuild a houseRefinancingModernizeLogic: for “Follow-up financing”, the template asks for the remaining debt instead of purchase price and equity.
- 2Slider (€20,000 to €2,000,000)
How much does the project cost?
- 3Slider (€0 to €1,000,000)
How much equity are you putting in?
- 4Choice with icons
Over how many years would you like to repay?
15 years20 years25 years30 yearsIn the same step, a live result shows the monthly payment and the loan.
- 5Choice with icons
What is your employment situation?
EmployedCivil servantSelf-employedSomething elseTogether with the timing of the financing, it gives the lead score.
- 6Contact step
Who should we prepare the offer for?
NameEmail addressPhone numberConsent
Matching templates
6 templates for finance and insurance.
Every question, every text and every calculation can be changed.
Mortgage calculator
Purchase price or remaining debt, equity and term give the loan, a monthly rate range and how much of the price is financed; then the visitor asks for a financing consultation.
Loan and debt consolidation calculator
For credit brokers: amount, term and purpose give a monthly rate range; for debt consolidation also the possible saving per month.
Pension gap calculator
Age, income, kind of work, existing provision and retirement age give the monthly pension gap and the saving that would close it; both arrive by e-mail.
Insurance check
For brokers and agents: which cover, for whom or which business, current contracts and start date rate the lead before the consultation.
Private health insurance check
Status, income above the compulsory insurance limit and age show whether a switch to private health insurance is possible; then a consultation request.
Income protection calculator
Job, net income and age show what the visitor’s ability to work is worth until retirement and which monthly benefit fits; then a consultation request.
Also a good fit
- Callback service Callback service for prospects who prefer a quick call.
- Appointment booking Appointment booking for the consultation.
- How much home can I afford? affordable payment, loan and purchase price range, also for lenders.
- Tax advisory new clients state their needs and deadlines from the tax office.
Features
What matters in your industry.
Calculations and price calculator
Loan, monthly payment, pension gap and a suitable disability pension come from the answers, live during the questions in the mortgage and loan calculators. For refinancing, the loan calculator shows the possible monthly saving.
Lead score
Employment situation and timing give a score in the mortgage and loan calculators that you can sort entries by.
Appointment booking
Consultation on site, by phone or by video. With several advisors, the available person with the fewest appointments gets the next one.
Formal address and more languages
Every template is available in German with formal or informal address, English, Spanish, French and Italian.
Measure
What you keep an eye on afterwards.
All in the Funnelforms analytics and entries, no second tool needed.
- Distribution of loan amount and monthly paymentForm analytics, calculations
- Distribution of the lead scoreEntries sorted and filtered by score; analytics, calculations
- Drop-off rate per step, especially at the sliders for purchase price and equityForm analytics, steps table
- Desired insurance and preferred way of consultation (phone, video, on site)Form analytics, answers
- Share of entries with lead status Won (completed consultations)Entries, Won key figure and board by lead status
- Conversion rate from view to entry, compared with the previous periodStatistics and form analytics
Questions
Frequently asked questions for finance and insurance.
What interest rate does the mortgage calculator use?
The template calculates with a 3.4 to 4.2 % borrowing rate and full repayment over the chosen term, so it shows a payment range. For a purchase it adds 10 % closing costs to the price, for building 5 %, and subtracts the equity. The form calls the result a sample calculation, not an offer. You change the rate and surcharges in the calculation.
Are the templates available in the formal “Sie” form?
Yes. In the gallery, under “Form language”, choose German with the “Sie” label.
Can the client book the consultation appointment themselves?
Yes, with the Appointment field in Funnelforms Pro. The finance templates don't include one; you add it before the contact step. In the appointment type, you choose On site, Phone call or Video call and, with several advisors, “One of them, taking turns”.
Ready?
Your next lead starts with a good question.
Install Free in two minutes or start right away with Pro and all features.