Vehicle financing intake that captures loan payoff status up front
Ask whether the buyer already has a vehicle and dealership picked out, confirm steady income and existing loan payoff status, and collect ID and pay-stub uploads before your finance team follows up.
The exact intake your vehicle financing leads complete
This is the real 6-question guided intake for Vehicle Financing — the same flow your customers finish before you ever pick up the phone.
What a qualified vehicle financing lead should tell you
Matching a vehicle buyer with a loan or credit arrangement to fund a new, used, or fleet purchase, based on their income status, existing auto debt, and the vehicle or dealership they've already chosen.
- Vehicle Purchase Seeking Financing
- Selected Specific Vehicle Or
- Have Steady Source Income
- Person Who Will Sign
- Have Existing Auto Loan
- Soon Complete This Purchase
The questions your team needs answered
Every vehicle financing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of vehicle purchase are you seeking financing for? | The purchase type separates new, used, and fleet buyers so your team can prepare the right loan products before calling back. |
| Have you selected a specific vehicle or dealership yet? | Buyers who've already chosen both a vehicle and dealership carry the highest selection weight because financing can move forward right away. |
| Do you currently have a steady source of income? | Steady income carries one of the largest weights in the catalog since it's the baseline most lenders check before approving any loan. |
| Are you the person who will sign the financing agreement? | Confirming the person filling out the form is the actual signer avoids chasing paperwork with someone who can't legally close the loan. |
| Do you have an existing auto loan you still need to pay off? | Knowing about an existing auto loan flags whether a payoff or trade-in valuation step is needed before new financing can be structured. |
| How soon are you planning to complete this purchase? | Purchase timeline helps sequence which financing leads get called first, even though it isn't itself a weighted field. |
How Cliont scores vehicle financing leads
Every answer is weighted automatically — no manual review required.
Value signals
- Yes, both selected
- Vehicle chosen, dealership not yet
- Neither selected yet
- Have Steady Source Income: yes
- Person Who Will Sign: yes
Disqualifiers
- Not sure yet
See the lead your team receives
Vehicle Financing 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 vehicle financing workflows
| Cliont capability | Vehicle Financing application |
|---|---|
| Conditional branching | A buyer who selects 'Neither selected yet' for vehicle and dealership is routed into a lighter nurture path instead of the same fast-track flow used for buyers with both already chosen. |
| Lead scoring engine | Steady income and signer confirmation carry the heaviest weights in this catalog, so a lead missing either drops out of the high-priority band automatically. |
| Document collection | ID and income proof are requested inline during the financing intake, so payoff or approval conversations don't start with missing paperwork. |
| CRM routing | Fleet purchase answers can be tagged separately from individual new or used vehicle financing before the lead lands in your CRM. |
Common vehicle financing lead scenarios
Ready-to-buy new vehicle
Vehicle and dealership already chosen, income confirmed, and the buyer is the one signing — the intake flags this as immediate follow-up material.
Fleet purchase inquiry
A business selects fleet purchase with dealership still undecided, so the intake routes it as a commercial financing lead needing a different conversation than a single retail buyer.
Not the loan signer
Someone fills out the form on behalf of a spouse or co-buyer who will actually sign the agreement, so the intake surfaces that mismatch instead of treating them as the applicant.
Existing loan still owed
The buyer confirms they still have an auto loan to pay off, which tells your team a payoff figure is needed before new financing terms can be structured.
Early-stage researcher
Vehicle type marked 'not sure yet' and timeline marked 'just exploring options' — the intake still captures the lead but signals a nurture pace rather than an urgent callback.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book jobs
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
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
Vehicle Financing lead-intake FAQs
What happens if a buyer hasn't chosen a vehicle or dealership yet?
The intake still records the lead using the neither-selected option, which carries a lower weight than a confirmed vehicle-and-dealership pair but is still captured for follow-up rather than dropped.
Can the intake tell if the person filling it out isn't the actual loan signer?
Yes — the signer question is answered directly, so leads where the filler isn't the one signing the agreement can be routed differently instead of treated as a ready applicant.
Does the intake account for buyers who still owe on an existing auto loan?
It asks directly whether an existing auto loan needs to be paid off, so your team knows upfront whether a payoff or trade-in step is required before financing can proceed.
How does the intake handle fleet or commercial vehicle financing differently from a single buyer?
The purchase-type question separates fleet purchases from new or used single-vehicle purchases, so commercial financing enquiries are distinguishable from retail leads for our Commercial Vehicle Purchase and Vehicle Financing pages.
What documents does the intake collect before a lead reaches my CRM?
Buyers are prompted for ID and income documentation as part of the guided flow, so those materials arrive alongside the lead record rather than being chased down after the fact.
Is purchase timeline used to score the lead?
Timeline isn't a scored field on its own, but it's captured to help your team sequence which financing leads to call first, from this-week buyers to just-exploring browsers.
Turn vehicle financing visitors into qualified jobs
Give every vehicle financing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you tie up a bay.