Lease intake that captures signer authority and income proof up front
Every lease enquiry captures vehicle type, preferred term length, and start timeline, plus a check on whether the applicant holds a valid license and is authorized to sign. Proof of income and license uploads come in with the lead so your team can move straight to paperwork instead of a qualifying call.
Preview your lease a vehicle intake
Explore 7 questions from the Lease a Vehicle template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified lease a vehicle lead should tell you
Arranging a fixed-term lease agreement for a new or used vehicle, which requires confirming the applicant's license, income documentation, and signing authority before a vehicle and term can be finalized.
- Vehicle Lease
- This Lease Personal Use
- Have Active Lease Or
- Would Like Start New
- Have Valid Driver'S License
- Person Authorized Sign Lease
- Preferred Lease Term Length
The questions your team needs answered
Every lease a vehicle intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of vehicle are you looking to lease? | Segments the lead so you can route, price, and prioritize it correctly. |
| Is this lease for personal use or for a business or fleet? | Personal versus business or fleet use determines whether the lead should route to consumer sales or a commercial/fleet process. |
| Do you currently have an active lease or loan on another vehicle you plan to return or trade? | An active lease or loan to return or trade means the new lease's actual start date depends on that vehicle being settled, not just the customer's stated preference. |
| When would you like to start the new lease? | Start timeline carries the heaviest scoring weight, separating leads ready to move now from ones still browsing. |
| Do you have a valid driver's license and proof of income available for the application? | Confirming a valid license and available proof of income checks basic eligibility before a lease application can even proceed. |
| Are you the person authorized to sign the lease agreement? | If the person filling out the form isn't authorized to sign, your team needs to identify the real decision-maker before booking any appointment. |
| What is your preferred lease term length? | Preferred term length shapes which vehicles and monthly payment structures a rep should prepare before the conversation starts. |
How Cliont scores lease a vehicle leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Within a month
- 1-3 months
- Have Valid Driver'S License: yes
- Person Authorized Sign Lease: yes
Urgency signals
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Lease a Vehicle Lead
From first click to qualified lead
Follow vehicle owners through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the job
Smart questions adapt to their job and capture the full scope.
They add photos
Photos of the vehicle and damage come attached, so you quote before it rolls in.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for lease a vehicle workflows
| Cliont capability | Lease A Vehicle application |
|---|---|
| Automatic lead scoring | Combines the start-timeline answer with license, income, and signer-authorization responses so leases ready to close outrank ones still exploring options. |
| Document capture | Requests license and proof-of-income uploads directly in the lease intake so sales staff aren't waiting on paperwork after the first call. |
| Lead routing by use type | Separates personal-use lease enquiries from business or fleet leases at intake, so fleet requests reach whoever handles commercial accounts. |
| CRM handoff | Sends vehicle type, lease term preference, and signer status straight to your CRM record so reps open the file already knowing what to quote. |
Example lease a vehicle lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Ready-to-sign personal lease
Wants to start immediately, has a valid license and income proof on hand, and confirms they're the authorized signer. This routes straight to your CRM as a high-priority lead.
Business or fleet lease enquiry
Flags the lease as business or fleet use rather than personal, often for trucks or vans, which typically needs a different sales conversation and pricing path.
Trade-in complicates the timeline
Still has an active lease or loan on another vehicle to return or trade, so the start date depends on that payoff timing rather than the customer's stated urgency.
Not the authorized signer
Someone inquires on behalf of a spouse, business partner, or company but isn't the person who will sign the lease agreement, which changes who your team needs to follow up with.
Exploratory, no timeline yet
Selects 'just exploring options' for start date and 'not sure' for vehicle type, signaling lower urgency and less pressure to prioritize an appointment slot.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More vehicle sales intake templates
Lease a Vehicle lead-intake FAQs
How does the intake handle a lease enquiry from someone who isn't authorized to sign?
The intake asks directly whether the person completing the form is authorized to sign the lease agreement. A 'no' answer flags the lead so your team can identify and reach the actual signer before booking time with them.
What happens if the customer still has an active lease or loan on another vehicle?
The intake asks whether they currently have an active lease or loan they plan to return or trade in, so you know upfront that the new lease timing may depend on that vehicle being settled first.
Does the intake distinguish personal leases from business or fleet leases?
Yes, the intake asks whether the lease is for personal use or for a business or fleet, letting you route consumer leases and commercial fleet enquiries to the right person on your team.
How is urgency scored when someone says they're just exploring options?
Start-timeline answers carry the most weight in scoring: immediate and within-a-month responses score highest, while 'just exploring options' scores lowest, so your team can tell at a glance who's ready to move now.
What documents does the intake collect before an appointment?
The intake confirms the applicant has a valid driver's license and proof of income available and can request those documents as uploads, so your team isn't chasing paperwork after the fact.
How does a lease enquiry differ from a Vehicle Financing or New Vehicle Purchase lead in the CRM?
Lease leads carry lease-specific fields like preferred term length and signer authorization, so they arrive tagged differently from Vehicle Financing or New Vehicle Purchase enquiries even though they share the same CRM destination.
Turn lease a vehicle visitors into qualified jobs
Give every lease a vehicle visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you tie up a bay.