Financial Services
Help clients understand their options before they pick up the phone.
Affordability calculators and product-finder tools that guide clients to the right product — and arrive as warm, qualified leads with context already in hand.
The problem
Why financial services websites lose the leads they should be winning
Clients delay because they don't know if they qualify
Mortgages, business loans, and insurance products all have eligibility criteria that most people don't understand. If visitors can't self-assess, they won't reach out — or they'll contact a competitor whose website helps them do so.
Enquiries arrive without the information you need
Generic contact forms produce generic enquiries. You don't know the loan size, the property type, the income, or the situation until you're already in a consultation that could have been qualified in 90 seconds.
Complex products need a starting point to feel accessible
Pensions, protection, and investment products are intimidating to most people. A guided tool that gives them a personalised output dramatically lowers the barrier to making contact.
How it works
From sign-up to qualified financial leads in under 10 minutes
No code. No developer. No waiting.
Pick a template
Choose from affordability calculators, needs assessments, product finders, and eligibility checkers built for financial services businesses.
Configure your questions
Set the inputs, add your eligibility logic, and choose what result to show. All done through a point-and-click builder — no code required.
Embed on your website
One script tag. Works on WordPress, Wix, Squarespace, or any custom site. Your tool is live on your website in minutes.
Receive warm, qualified enquiries
Every lead arrives with income, property value, loan size, or whatever inputs matter to your product — so your first conversation is a consultation, not a fact-find.
See it in action
Try a live example for yourself
These are real Qualify64 tools. Fill them in and see exactly what your clients see.
Example: Mortgage Affordability Calculator
This is a live demo tool. Any details you submit go to an example account — not a real business.
Example: Insurance Needs Finder
This is a live demo tool. Any details you submit go to an example account — not a real business.
Use cases
Built for advisers and lenders who want better-qualified enquiries
Affordability check before the first appointment
Income, deposit, existing commitments, and property value. Shows a borrowing range and whether the client is likely to qualify. Captures contact details before revealing the figure — so every enquiry is from someone who already has a number in mind.
Loan eligibility check for SME borrowers
Business age, annual turnover, purpose of borrowing, and existing debt. Produces an indicative loan range and expected term. Qualifies intent before any adviser time is committed and surfaces the context needed to start a real conversation.
Cover needs assessment in three minutes
Dependants, income, mortgage, and existing cover. Calculates a recommended level of cover and the product type most appropriate to the client's situation. Clients who submit are already engaged and informed — not starting from scratch.
Retirement savings gap calculator
Target retirement age, desired income in retirement, current pension pot, and monthly contribution. Shows the projected gap — and what a client would need to contribute to close it. A powerful hook that drives enquiries from people who now have a reason to act.
Features
Everything a financial services business needs to capture better enquiries
Live calculation
Affordability figures, cover recommendations, and savings gaps update in real time as clients fill in their details — keeping them engaged throughout.
Results gating
Show a headline figure to hold attention, then require contact details to unlock the full breakdown — a natural lead capture that feels like a value exchange.
Complete enquiry record
Every lead arrives with the client's inputs — income, property value, loan size — so your adviser is briefed before the consultation begins.
Always-on lead capture
Clients research mortgages, pensions, and protection outside office hours. Your tools capture and store every enquiry automatically, day or night.
Works on any website
One script tag. Compatible with WordPress, Wix, Squarespace, and any custom-built site — no plugin or developer required.
No leads are ever lost
Hit your monthly submission limit and leads are saved — not dropped. Every client still receives a result. Upgrade and every lead unlocks immediately.
Ready-made templates
Start from a template built for financial services
Pick the closest match, configure your inputs, and publish. Most advisers are live in under 10 minutes.
Mortgage Affordability
Income, deposit, and commitments. Produces a borrowing range with a gated detailed breakdown on lead capture.
Use this template →Business Loan Estimator
Turnover, borrowing purpose, and existing debt. Indicative loan range with instant qualified lead capture.
Use this template →Insurance Needs Finder
Dependants, income, and existing cover. Recommends protection type and level with gated result.
Use this template →Retirement Savings Gap
Target income, retirement age, and current pot. Shows the gap and required monthly contribution to close it.
Use this template →Financial Health Check
Savings habits, protection gaps, and retirement readiness. Scores overall financial health and recommends next steps.
Use this template →Stamp Duty Calculator
Property value, buyer type, and location. Instant SDLT or LBTT figure with lead capture for full breakdown.
Use this template →Start free. Scale as you grow.
10 leads a month on the free plan, no card required. Upgrade when you're ready to capture more.
A client who has already run the numbers is ready for a conversation.
Give them a tool that helps them understand their situation — and a reason to contact you.