Lender liability intake that captures loan documentation up front
The intake walks prospective clients through what the lender or servicer allegedly did wrong, whether it caused financial loss or foreclosure risk, and whether they have loan papers or correspondence to back it up — before any of it reaches your calendar.
The exact intake your lender liability claims leads complete
This is the real 7-question guided intake for Lender Liability Claims — the same flow your customers finish before you ever pick up the phone.
What a qualified lender liability claims lead should tell you
A claim that a bank, mortgage company, or loan servicer acted wrongfully toward a borrower — through misrepresentation, improper fees, mishandled payments, or bad-faith loan servicing — causing financial loss or placing the home at risk.
- Issue About Mortgage, Home
- Lender Or Loan Servicer
- This Cause Financial Loss
- Problem Happen Within Last
- Identify Lender Or Loan
- Have Documents Or Records
- Borrower, Co-Borrower, Or Someone
The questions your team needs answered
Every lender liability claims intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your issue about a mortgage, home equity loan, refinance, or other real estate loan made by a lender (bank, mortgage company, or loan servicer)? | Confirms the dispute actually involves a real estate loan from a lender or servicer, rather than a general consumer finance complaint outside your practice area. |
| Did the lender or loan servicer do something you believe was wrong or unfair (for example, misleading you, changing terms, mishandling payments, charging improper fees, or pushing you into a bad loan)? | Distinguishes an actionable claim of lender wrongdoing from routine dissatisfaction with a lender's service. |
| Did this cause you a financial loss or put your home at risk (such as foreclosure, extra interest/fees, damaged credit, or losing money at closing)? | Financial loss or foreclosure risk is what turns alleged misconduct into damages, which is central to whether the matter is worth taking. |
| Did the problem happen within the last 3 years (or is it still happening now)? | A recent or ongoing issue carries less limitations risk than one that happened years ago, affecting how viable the claim is. |
| Can you identify the lender or loan servicer involved (name on statements, closing papers, or foreclosure notices)? | Being able to name the lender or servicer lets you assess conflicts and jurisdiction before the first call. |
| Do you have documents or records that support what happened (such as loan papers, payment history, emails, letters, or fee statements)? | Existing loan papers, payment history, or correspondence indicate whether the claim can actually be proven, not just alleged. |
| Are you the borrower, co-borrower, or someone legally responsible for the loan (or acting for them with permission)? | Confirms the prospective client has standing on the loan or authorization to act, which is required before pursuing the claim on their behalf. |
How Cliont scores lender liability claims leads
Every answer is weighted automatically — no manual review required.
Value signals
- Issue About Mortgage, Home: yes
- Lender Or Loan Servicer: yes
- This Cause Financial Loss: yes
- Problem Happen Within Last: yes
- Identify Lender Or Loan: yes
- Have Documents Or Records: yes
See the lead your team receives
Lender Liability Claim
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 lender liability claims workflows
| Cliont capability | Lender Liability Claims application |
|---|---|
| Weighted lead scoring | Weights are concentrated on whether the lender's conduct was wrongful, whether it caused financial loss or foreclosure risk, and whether the loan issue is recent — so a claim with all three scores far above a vague or stale complaint. |
| Standing and eligibility check | The intake confirms the prospective client is the borrower, co-borrower, or an authorized representative before the claim is routed, filtering out inquiries from people without standing on the loan. |
| Document upload capture | Prospective clients are prompted to attach loan papers, payment history, and correspondence with the lender directly in the intake, giving your team evidence to review instead of a phone call retelling. |
| CRM routing | Claims that clear the misconduct, financial-harm, and documentation thresholds are sent to your CRM as scored leads, so lower-scoring inquiries about lender rudeness with no financial loss don't consume consultation slots. |
Common lender liability claims lead scenarios
Active foreclosure with servicer misconduct
The borrower reports the loan is still active, the servicer mishandled payments or fees, and foreclosure is imminent — the intake flags this as high value and time-sensitive based on the misconduct, financial-loss, and timing questions.
Old complaint with no paper trail
The issue happened years ago and the prospective client has no loan documents, statements, or emails to support it — the intake still routes it, but the lower documentation and timing answers score it below claims with evidence.
Refinance dispute with a clear paper trail
A homeowner can name the lender, describe how loan terms were changed after closing, and has statements and correspondence ready — this combination of identifiable lender, financial harm, and documentation drives the highest scores.
Third party filing on someone else's loan
A relative or friend of the borrower submits the intake without being on the loan or having authorization to act for the borrower — the intake captures this so you can see it's not a properly authorized claim before scheduling.
General frustration without financial loss
The prospective client is unhappy with how a lender communicated but confirms there was no financial loss, foreclosure risk, or damaged credit — the intake separates this from a compensable lender liability claim.
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 real estate law intake templates
Lender Liability Claims lead-intake FAQs
How does the intake tell a real lender liability claim from a general mortgage complaint?
The intake asks whether the lender or servicer did something the prospective client believes was wrong or unfair, and separately whether that caused financial loss or put the home at risk — a complaint that scores yes on wrongdoing but no on financial harm is flagged differently than one that scores yes on both.
Does the intake screen for how recent the loan issue is?
Yes — the intake asks whether the problem happened within the last 3 years or is still ongoing, which factors into the score alongside the other qualifying answers, since older, dormant issues carry more limitations risk.
What if the person filling out the intake isn't the actual borrower?
The intake asks whether the prospective client is the borrower, co-borrower, or someone legally authorized to act for them, so you can see upfront whether the person has standing before you schedule a consultation.
What documentation does the intake collect before the consultation?
It asks whether the prospective client has supporting records such as loan papers, payment history, fee statements, or written correspondence, and prompts them to upload what they have so you're reviewing evidence instead of a bare narrative.
Can the intake tell me which lender or servicer is involved before I call the client back?
It asks the prospective client to identify the lender or loan servicer from statements, closing papers, or foreclosure notices, so you know who's on the other side of the claim before you invest consultation time.
Does this intake handle claims tied to an active foreclosure?
It captures whether the loan issue is putting the home at risk of foreclosure right now, which raises the score, but for a claim that's purely about stopping a pending foreclosure sale you may want to route it toward your Foreclosure and Short Sale intake instead.
Turn lender liability claims visitors into qualified cases
Give every lender liability claims visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.