Foreclosure notice status and loan servicer, captured before the call
Our intake confirms whether there's an active foreclosure notice or scheduled sale date, verifies the prospective client's legal standing on the loan, and captures the lender or servicer name before a consultation is ever booked. Notices and mortgage statements are uploaded at intake so you see the full picture immediately.
The exact intake your mortgage and deed of trust issues leads complete
This is the real 8-question guided intake for Mortgage and Deed of Trust Issues — the same flow your customers finish before you ever pick up the phone.
What a qualified mortgage and deed of trust issues lead should tell you
Disputes or problems tied to a mortgage or deed of trust on real property — foreclosure notices, missed-payment defaults, servicer errors, or loan balance disagreements — as opposed to landlord-tenant or lease matters.
- Property Involved Located In
- Issue About Mortgage Or
- Borrower, Homeowner, Co-Owner, Or
- There Active Problem Right
- Received Any Foreclosure Notice,
- Know Name Lender, Loan
- Issue Happen Within Last
- Legal Help (Not Just
The questions your team needs answered
Every mortgage and deed of trust issues intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the property involved located in the United States? | Property located outside the United States is a disqualifying detail that saves a consultation slot on a matter you likely can't take. |
| Is your issue about a mortgage or deed of trust on a home or other real property (not a rental lease)? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Are you the borrower, homeowner, co-owner, or someone who signed the mortgage/deed of trust (or you have legal authority to act for them)? | Confirming the person is the borrower, owner, or someone with legal authority to act prevents booking calls with parties who have no standing on the loan. |
| Is there an active problem right now, such as foreclosure, missed payments, a dispute about the loan balance, or trouble getting the lender/servicer to fix an error? | An active problem like missed payments or a servicer error is the core urgency signal that separates a live matter from a general question. |
| Have you received any foreclosure notice, notice of default, or a scheduled sale date (or do you expect one soon)? | A received foreclosure notice or scheduled sale date carries the heaviest weight in the catalog and should trigger immediate attention. |
| Do you know the name of the lender, loan servicer, or trustee involved (or can you find it on your statements or notices)? | Knowing the lender, servicer, or trustee name upfront lets you assess conflicts and prepare before the consultation instead of during it. |
| Did the issue happen within the last 3 years, or is it still ongoing? | Whether the issue is recent or ongoing versus years old affects how time-sensitive and viable the matter is to pursue. |
| Are you looking for legal help (not just general information) to stop or delay foreclosure, correct loan/record errors, negotiate a solution, or challenge improper actions? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
How Cliont scores mortgage and deed of trust issues leads
Every answer is weighted automatically — no manual review required.
Value signals
- Property Involved Located In: yes
- Issue About Mortgage Or: yes
- Borrower, Homeowner, Co-Owner, Or: yes
- There Active Problem Right: yes
- Received Any Foreclosure Notice,: yes
- Know Name Lender, Loan: yes
Urgency signals
- There Active Problem Right
See the lead your team receives
Mortgage Foreclosure Notice 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 mortgage and deed of trust issues workflows
| Cliont capability | Mortgage And Deed Of Trust Issues application |
|---|---|
| Conditional question branching | Only surfaces the foreclosure-notice and sale-date questions in depth when the prospective client confirms an active problem exists, keeping the intake relevant to each situation. |
| Automatic lead scoring | Weights an active foreclosure notice and confirmed legal standing on the loan higher than general inquiries, so leads with an imminent sale date rise to the top. |
| Document upload capture | Requests the foreclosure notice, deed of trust, and lender/servicer statements upfront so you're not chasing paperwork after the consultation is booked. |
| CRM routing | Sends qualified matters to your CRM already tagged with the servicer name and notice status pulled from the intake answers. |
Common mortgage and deed of trust issues lead scenarios
Sale date already scheduled
The prospective client has a foreclosure notice with a set sale date, making this a time-critical matter the intake flags for immediate attention rather than routine follow-up.
Missed payments, no notice yet
There's an active dispute over missed payments or servicer errors but no formal notice of default filed, so the intake captures urgency without over-flagging it as an emergency.
Third party without authority
Someone inquires on behalf of a relative or friend without confirming legal authority to act for the borrower, which the intake catches early so you don't schedule a consultation you can't actually take.
Property outside the US
The mortgage or deed of trust involves property located outside the United States, a disqualifying detail the intake surfaces before any attorney time is spent.
Old, already-resolved issue
The dispute happened more than three years ago and there's no current active problem, signaling a lower-priority or informational inquiry rather than a live representation matter.
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
Mortgage and Deed of Trust Issues lead-intake FAQs
How does the intake treat leads who already have a scheduled foreclosure sale date?
A confirmed notice of default or sale date carries the heaviest weight in the catalog, so those leads are scored and surfaced as time-sensitive ahead of matters without any formal notice yet.
Does the form confirm the person actually has standing on the loan?
Yes — the intake asks whether the prospective client is the borrower, homeowner, co-owner, or someone with legal authority to act for them before treating the inquiry as a viable matter.
What happens if the property isn't located in the United States?
That answer is weighted as a disqualifying signal in the catalog, so out-of-country property inquiries are scored low rather than routed to your CRM as a priority lead.
Can the intake separate people who just want information from those who want representation?
Yes, one catalog question directly asks whether the person is seeking legal help to stop foreclosure, correct errors, or negotiate a solution versus general information, which factors into the score.
What documents does the intake collect from prospective clients?
It's set up to collect foreclosure notices or notices of default, mortgage or deed of trust documents, and any lender or servicer statements referenced in the answers.
Does it matter if the issue is old versus recent?
Yes — the catalog weights whether the issue occurred within the last three years or is still ongoing, since older resolved matters score lower than active, recent disputes.
Turn mortgage and deed of trust issues visitors into qualified cases
Give every mortgage and deed of trust issues visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.