Give borrowers a useful calculation before the application.
Start with the borrowing goal, ask for the inputs a calculator needs, and show an illustrative payment or savings scenario with its assumptions. Then connect the visitor to a lender or broker.
Illustrative journey preview.
Show the inputs, assumptions and estimated result together. The lender confirms available terms and eligibility.
Discuss my optionsAn answer before the lead form
The journey starts with what a visitor came to learn, then gives your team the context to follow up.
Refinance, home equity, personal and business loans
Illustrative payment or savings calculation
Lenders and brokers
Mortgage and lending journey, step by step
A short path from a useful answer to a better informed conversation.
- 01
Pick a borrowing goal
Start with refinance, equity, a new loan or another need.
- 02
Enter a few figures
Ask for the information required by the chosen calculation.
- 03
Explore a scenario
Show an illustrative result alongside rates and other assumptions used.
- 04
Talk to a lender
Invite the visitor to discuss available products and actual terms.
What teams can build for mortgage and lending
Refinance
Compare a current payment with an illustrative new scenario using disclosed assumptions.
Home equity
Help visitors explore a borrowing goal before speaking to a specialist.
Personal and business loans
Collect purpose, approximate amount and timing for a focused follow-up.
A more useful conversation starts here.
The same simple flow can qualify interest, show a relevant answer and carry helpful context into follow-up.
Lead with the goal
Let the visitor choose what they want to change before asking for financial details.
Show your assumptions
Display the figures behind any estimate so visitors can understand what may change.
Prepare the conversation
Send the goal and calculator inputs to the lender or broker handling the inquiry.
About mortgage and lending journeys
Is a calculator result a loan offer?
No. It is an illustrative scenario based on its stated inputs and assumptions. A lender determines actual rates, terms and eligibility.
Can we use our own rates and disclosures?
Yes. Your team controls the data and wording used in the journey and should review them before publishing.
Can different loan products use different paths?
Yes. Refinance, equity, personal and business loan inquiries can branch into separate questions.
See how a Carbon journey feels.
Try a sample multi-step journey and see how the experience feels on a phone.