Real estate finance intake that captures lender and deadline details
Ask upfront whether your prospective client is the borrower, guarantor, or seller on the loan, whether a specific lender or servicer is named, and whether a closing or foreclosure date is approaching. Loan documents and lender correspondence come in with the intake, so you're not giving a free consultation on a matter you would never take.
The exact intake your real estate finance and lending leads complete
This is the real 7-question guided intake for Real Estate Finance and Lending — the same flow your customers finish before you ever pick up the phone.
What a qualified real estate finance and lending lead should tell you
Matters involving a mortgage, home equity loan or line, refinance, loan modification, foreclosure, or a dispute over a lender's loan terms on a property, where intake needs to establish the client's role in the loan, the specific lender or servicer, and any looming deadline or financial exposure.
- Property Or Loan Help
- Issue About Mortgage, Home
- Borrower, Co-Borrower, Homeowner, Buyer,
- There Specific Lender, Loan
- Something Happened Recently Or
- Facing Serious Financial Impact
- Legal Help (Not Just
The questions your team needs answered
Every real estate finance and lending intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the property or loan you need help with located in the United States? | Confirms the property or loan falls within US jurisdiction before you spend consultation time on a matter you may not be able to take. |
| Is your issue about a mortgage, home equity loan/line, refinance, loan modification, foreclosure, or a lender’s loan terms for a property? | Confirms the inquiry is actually a mortgage, refinance, modification, or foreclosure matter rather than an unrelated real estate question. |
| Are you a borrower, co-borrower, homeowner, buyer, seller, or guarantor on the loan or property involved? | Establishes standing by identifying whether the prospective client has a direct role, such as borrower, guarantor, or owner, on the loan or property. |
| Is there a specific lender, loan servicer, broker, or other party involved that you can identify? | Knowing whether a specific lender or servicer can be named tells you how far along the dispute is and how quickly you could act. |
| Has something happened recently or is there an upcoming deadline (for example, a closing date, a foreclosure sale date, or a notice you received in the last 12 months)? | A recent event or upcoming date like a closing or foreclosure sale is the strongest indicator of how urgently the file needs review. |
| Are you facing a serious financial impact or risk because of the loan issue (such as losing the property, extra fees, a denied loan, or being unable to close)? | Financial exposure such as losing the property or a denied loan signals how much is at stake for the prospective client and for your fee. |
| Are you looking for legal help (not just general information) to review documents, negotiate with the lender, stop or respond to foreclosure, or fix a loan/closing problem? | Separates people who want document review, negotiation, or foreclosure defense from those only seeking general information. |
How Cliont scores real estate finance and lending leads
Every answer is weighted automatically — no manual review required.
Value signals
- Property Or Loan Help: yes
- Issue About Mortgage, Home: yes
- Borrower, Co-Borrower, Homeowner, Buyer,: yes
- There Specific Lender, Loan: yes
- Something Happened Recently Or: yes
- Facing Serious Financial Impact: yes
See the lead your team receives
Foreclosure Deadline Loan Matter
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 real estate finance and lending workflows
| Cliont capability | Real Estate Finance And Lending application |
|---|---|
| Conditional questioning | Once a lead confirms the issue involves a mortgage, refinance, modification, or foreclosure, the intake moves into role, lender, deadline, and financial-impact questions rather than a generic legal form. |
| Weighted scoring | Deadline and financial-impact answers carry near-top weight in this catalog, so a lead facing a foreclosure sale date or denied loan surfaces above a lead with no time pressure. |
| Document upload widget | Loan documents, lender correspondence, and any foreclosure or default notice arrive attached to the intake response instead of being requested in a follow-up email. |
| CRM routing with field tagging | Each qualified file lands in your CRM tagged with the client's role, the named lender, and whether a deadline exists, so you can triage without re-reading the whole submission. |
Common real estate finance and lending lead scenarios
Foreclosure sale date approaching
A homeowner reports an upcoming foreclosure sale date and identifies the loan servicer, triggering the highest-weighted deadline and financial-impact signals in the catalog.
Loan modification, lender not yet named
A borrower wants help with a modification but can't yet name the servicer; the intake still scores the file on role and financial impact even with the lender-identification signal missing.
Guarantor disputing commercial loan terms
A guarantor on a commercial property loan disputes terms with an identified lender ahead of a refinance closing, combining role, lender, and deadline signals into a higher-value file.
Property outside the US
A prospective client's loan issue involves a property outside the United States, which the intake flags through the lowest-weighted answer so you can route it away from a consultation slot.
General information, no representation sought
Someone asks about refinance terms but confirms they only want general information rather than legal help, which the intake captures as a lower-scoring inquiry rather than a matter for your calendar.
Connect Cliont to your workflow
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Notify your team
Email, SMS, Slack
Automate follow-up
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Choose the plan that works for your business.
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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
Real Estate Finance and Lending lead-intake FAQs
How does the intake surface a foreclosure sale date or closing deadline?
The catalog directly asks whether something has happened recently or an upcoming deadline exists, such as a closing date, foreclosure sale date, or a notice received in the last 12 months, and weights that answer heavily so time-sensitive files stand out in your CRM.
What happens if a prospective client doesn't know who the lender or servicer is?
The intake still asks whether a specific lender, loan servicer, or broker can be identified, but a 'no' answer carries a lower weight rather than disqualifying the lead outright, so the file still reaches you with a lower score if other signals are strong.
Does the intake filter out people who just want general information?
Yes, one question specifically distinguishes people looking for legal help to review documents, negotiate with a lender, or fix a closing problem from those seeking general information, and this carries meaningful weight in the score.
Can this intake handle both residential and commercial loan disputes?
The role question asks whether the prospective client is a borrower, co-borrower, homeowner, buyer, seller, or guarantor, which covers both a homeowner facing foreclosure and a guarantor disputing commercial loan terms.
What if the property or loan is located outside the United States?
The first catalog question checks whether the property or loan is US-based, and a 'no' answer receives the lowest weight of any question so those files score lower and are easy to distinguish from in-scope matters.
What documents should the intake ask leads to upload?
Since the catalog covers mortgages, refinances, modifications, and foreclosure, the intake collects loan and lender documents and any notices tied to the deadline question, giving you the paperwork alongside the answers before you review the file.
Turn real estate finance and lending visitors into qualified cases
Give every real estate finance and lending visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.