Foreclosure defense intake that flags sale dates and servicer names up
The intake asks whether a sale date has been set, who the loan servicer is, and whether payments are behind before your team ever picks up the phone. Homeowners upload their notice of default or foreclosure paperwork directly, so you can see the real timeline before offering a consultation.
The exact intake your foreclosure defense leads complete
This is the real 8-question guided intake for Foreclosure Defense — the same flow your customers finish before you ever pick up the phone.
What a qualified foreclosure defense lead should tell you
Legal help for a homeowner facing default, a notice of sale, or an active foreclosure case, aimed at stopping or delaying the sale, negotiating a modification, or challenging servicer errors.
- Home In United States
- Homeowner/Borrower On Mortgage (Or
- Received Foreclosure Notice, Notice
- Behind On Mortgage Payments
- Foreclosure Sale Date Been
- Know Name Company Collecting
- In Past 12 Months,
- Help Stop Or Delay
The questions your team needs answered
Every foreclosure defense intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the home in the United States and is it your primary residence? | Whether the home is a primary residence in the U.S. often determines which foreclosure protections and defenses even apply. |
| Are you the homeowner/borrower on the mortgage (or legally authorized to act for them)? | Confirming the caller is the borrower or legally authorized to act for them establishes standing before any legal work is discussed. |
| Have you received a foreclosure notice, a notice of default, a notice of sale, or court papers about foreclosure? | Receipt of a notice of default, notice of sale, or court papers confirms the foreclosure process has formally started rather than being anticipated. |
| Are you currently behind on mortgage payments or in danger of falling behind within the next 60 days? | Being behind or at risk of falling behind within 60 days signals real timeline urgency even before formal paperwork arrives. |
| Has a foreclosure sale date been scheduled, or is an eviction after foreclosure being threatened? | A scheduled sale date or threatened eviction is the single most time-critical fact for deciding how fast to respond. |
| Do you know the name of the company collecting your mortgage payments (the loan servicer) or the lender? | Knowing the servicer or lender name lets staff pull the loan file and assess modification options before the consultation. |
| In the past 12 months, have you had problems with your mortgage company such as wrong charges, misapplied payments, lost paperwork, or being told different things by different representatives? | Recent servicer errors like misapplied payments can point to an added claim beyond straightforward foreclosure defense. |
| Are you looking for help to stop or delay foreclosure, work out a solution (like a modification), or challenge errors in the process? | Confirming the caller wants to stop, delay, modify, or challenge the process verifies the intent matches what the firm actually offers. |
How Cliont scores foreclosure defense leads
Every answer is weighted automatically — no manual review required.
Value signals
- Home In United States: yes
- Homeowner/Borrower On Mortgage (Or: yes
- Received Foreclosure Notice, Notice: yes
- Behind On Mortgage Payments: yes
- Foreclosure Sale Date Been: yes
- Know Name Company Collecting: yes
See the lead your team receives
Foreclosure Defense Lead
From first click to qualified lead
Follow people and businesses seeking counsel 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 matter
Smart questions adapt to their matter and capture the full scope.
They share the documents
The facts, dates, and any paperwork come attached, so you can assess the matter before the consultation.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for foreclosure defense workflows
| Cliont capability | Foreclosure Defense application |
|---|---|
| Weighted urgency scoring | A scheduled sale date or threatened eviction carries the highest weight in the catalog, so those leads are automatically ranked above routine notice-of-default inquiries. |
| Document capture before booking | Homeowners upload their notice of default, notice of sale, or court papers during intake instead of describing them verbally on the first call. |
| Standing verification | The borrower/authorized-representative question filters out calls from relatives or third parties who lack standing before a consultation is scheduled. |
| CRM routing with full answer context | Qualified foreclosure files, including servicer name and payment status, land in your CRM with the answer set attached so staff aren't reconstructing the timeline from scratch. |
Common foreclosure defense lead scenarios
Sale date already scheduled
Homeowner reports a scheduled foreclosure sale or an eviction threat, pushing the lead to the top of the queue ahead of routine intake follow-up.
Early notice of default
Client has received a notice of default or court paperwork but isn't behind on payments yet, a profile worth reviewing for reinstatement or workout options before urgency escalates.
Behind on payments, no notice yet
Caller reports falling behind or expects to within 60 days but has received no formal paperwork, useful for firms that want to intervene before a foreclosure filing starts.
Suspected servicer errors
Prospective client describes misapplied payments or conflicting answers from their mortgage company, a case profile that may combine foreclosure defense with a separate servicing-error claim.
Non-primary or unauthorized caller
The property isn't the caller's primary residence, or the caller isn't the borrower or an authorized representative, flagging a lower-fit lead before a consultation slot is booked.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book matters
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 consumer law intake templates
Foreclosure Defense lead-intake FAQs
Does the intake still score a lead high if no sale date has been set yet?
Yes. Receiving a notice of default or foreclosure-related court papers carries its own high weight independent of whether a sale date exists, so early-stage cases still surface as strong leads.
How does the form confirm the caller has standing to retain the firm?
The intake asks directly whether the caller is the homeowner or borrower on the mortgage, or legally authorized to act for them, before any other qualifying questions are asked.
What happens if the caller doesn't know their servicer's name?
Not knowing the servicer lowers the weight slightly but doesn't disqualify the lead; it flags the file as needing document review during the consultation to identify the loan holder.
Can this intake distinguish foreclosure defense from a mortgage servicing error case?
The catalog includes a question about recent servicer problems like misapplied payments or inconsistent answers, which helps you route matters that may overlap with Mortgage Servicing Errors rather than pure foreclosure defense.
What documents does the intake collect before the consultation?
Homeowners are prompted to upload their foreclosure notice, notice of sale, or court papers, plus a recent mortgage statement, so your team has the paper trail before the first call.
How are non-primary-residence properties or landlord callers handled?
Whether the property is a primary residence carries a heavy weight difference between yes and no, so investment-property or rental cases score lower and can be routed differently rather than booked as a standard consultation.
Turn foreclosure defense visitors into qualified cases
Give every foreclosure defense visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.