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Help / Marketing / 1 min read

Embedding the Four-Step Rate Funnel

Install the partner funnel and understand its purpose, property, finance, and contact steps.

Verified August 13, 2026 · FastIQ staging Widget Partners v1.10.2; Funnel Code dialog inspected; four-step funnel and validation checked in product source

Open a Widget Partner and select Funnel Code. FastIQ provides SDK, simple iframe, and JavaScript-events integrations, with the SDK marked as the recommended option.

  • Step 1: loan purpose.
  • Step 2: property type, occupancy, and ZIP code.
  • Step 3: price or value, down payment or desired amount, and credit-score range.
  • Step 4: first name, last name, and email; phone is optional.

A completed funnel creates the lead and personalized rate-portal experience defined by the current configuration. Use the partner Preview or Test Embed flow before distributing the link.

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