Know which student loan leads are worth discovery meeting time
Ask about loan type, repayment goals, and current plan enrollment upfront, then request loan statements or servicer access before a discovery meeting ever gets booked.
The exact intake your student loan repayment planning leads complete
This is the real 7-question guided intake for Student Loan Repayment Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified student loan repayment planning lead should tell you
Guidance to help a borrower with existing student loans decide between repayment strategies, forgiveness programs, or refinancing, based on loan type, current plan enrollment, and repayment goals.
- Have Outstanding Student Loans
- Types Student Loans Have
- Main Goal Student Loans
- Enrolled In Income-Driven Or
- Sole Borrower Responsible These
- Soon Take Action On
- Have Recent Loan Statements
The questions your team needs answered
Every student loan repayment planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently have outstanding student loans you need help managing? | Confirms the prospect actually has outstanding loans to manage, filtering out anyone without a real repayment problem to solve. |
| What types of student loans do you have? | Federal versus private loan type determines which forgiveness, consolidation, or refinance programs are even available, shaping how the advisor prepares. |
| What is your main goal for your student loans? | The stated goal carries the highest weights in the catalog and separates prospects with a specific objective, like forgiveness, from those wanting a general overview. |
| Are you currently enrolled in an income-driven or other repayment plan? | Knowing whether the borrower is already enrolled in an income-driven plan, in forbearance, or on standard repayment tells the advisor whether this is a switch or a first-time setup. |
| Are you the sole borrower responsible for these loans? | Sole borrower status affects whether a co-borrower needs to be involved in the discovery meeting or the resulting plan. |
| How soon are you hoping to take action on your student loan repayment plan? | Timeline is the direct urgency signal, distinguishing prospects wanting immediate action from those still just exploring. |
| Do you have recent loan statements or servicer account access available? | Availability of loan statements or servicer access indicates how much prep work is needed before the advisor can give useful guidance. |
How Cliont scores student loan repayment planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Outstanding Student Loans: yes
- Lower monthly payments
- Pay off loans faster
- Explore forgiveness or discharge programs
- Consolidate or refinance loans
- Get a general overview of my options
Urgency signals
- Immediately
See the lead your team receives
Student Loan Repayment Planning Lead
From first click to qualified lead
Follow prospects and clients 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 project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for student loan repayment planning workflows
| Cliont capability | Student Loan Repayment Planning application |
|---|---|
| Weighted lead scoring | A prospect selecting 'Explore forgiveness or discharge programs' as their main goal scores higher than one just requesting a general overview, since it carries the top weight in the catalog. |
| Document collection | The intake requests recent loan statements or servicer account access before the meeting, so the advisor isn't reconstructing loan balances from memory. |
| Urgency tagging | Leads that answer 'Immediately' on the timeline question are tagged for faster follow-up than those still 'exploring options.' |
| CRM routing | Qualified student loan leads, along with their loan type, goal, and repayment status, are sent directly to your CRM instead of sitting in a shared inbox. |
Common student loan repayment planning lead scenarios
Forgiveness program seeker
Selects 'Explore forgiveness or discharge programs' as their main goal and wants to move immediately, so the intake flags them for a priority meeting slot.
Refinance shopper comparing rates
Has both federal and private loans and picks 'Consolidate or refinance loans' with a 6-12 month timeline, giving the advisor time to prep rate comparisons before meeting.
Co-borrower with a shared loan
Answers no to being the sole borrower, which signals the advisor should plan for a joint conversation or gather details on the other party's involvement.
Currently enrolled, unsure it's working
Already in an income-driven repayment plan but wants a general overview, prompting the intake to route them differently than a first-time enrollee.
Exploratory, no urgency yet
Marks 'Just exploring options' with a general overview goal, useful for the advisor to see this is early-stage before allocating meeting time.
Connect Cliont to your workflow
Send leads
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Book projects
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 education funding intake templates
Student Loan Repayment Planning lead-intake FAQs
How does the intake tell federal loans apart from private loans?
A multi-choice question captures whether the prospect holds federal, private, or both types of loans, which matters because forgiveness and income-driven programs apply differently to each.
Can I see which leads are asking about forgiveness or discharge specifically?
Yes, the main-goal question includes 'Explore forgiveness or discharge programs' as an option, and it carries the highest weight in the scoring so those leads surface as priority.
Does the intake flag co-borrower or cosigner situations?
It asks directly whether the prospect is the sole borrower responsible for the loans, so you know before the meeting if a second party may need to be involved.
What if a prospect doesn't have their loan statements on hand?
The intake asks whether recent loan statements or servicer account access are available, so you can see upfront whether prep work is needed or the details will come later.
How do I know which leads want to move quickly?
The timeline question separates 'Immediately' from longer or exploratory timeframes, which is the signal used to mark a lead as urgent.
Does the intake cover whether someone is already in an income-driven repayment plan?
Yes, it asks if the prospect is currently enrolled in an income-driven or other repayment plan, in deferment, or on standard repayment, which changes what the advisor needs to prepare.
Turn student loan repayment planning visitors into qualified clients
Give every student loan repayment planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.