Qualify every mortgage and lending lead before you take the first call
Cliont gives mortgage and lending businesses a guided intake that sorts borrowers by loan type and financial readiness before they reach your pipeline, so your CRM only fills with files worth a pre-approval call.
Browse every mortgage and lending intake template
Each category ships ready-to-embed, job-specific intakes — open any to try the exact experience your leads complete.
Information mortgage and lending teams need before dispatch
Across every mortgage and lending service, Cliont intakes are built to capture:
- Property Renovation Financing
- Own This Property
- Primary Purpose Renovation
- Stage Renovation Project In
- Have Existing Mortgage Or
- Have Contractor Estimates Or
- Best Describes Construction Project
- Already Have Licensed Builder
- Have Final Building Plans
- Will Completed Home Be
How mortgage and lending lead scoring works
Every answer across every mortgage and lending intake is weighted automatically.
Value signals
- Primary residence
- Second home
- Investment property
- Business or commercial property
- Own This Property: yes
- Still planning or getting quotes
Urgency signals
- Structural change or expansion
- Landowner seeking a builder partner
- Immediately
- Immediately (within 30 days)
- Actively searching
- Actively looking for a home
Route leads by service, area, urgency, and value
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
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
Mortgage and Lending lead-intake FAQs
Does Cliont work for every type of lending we offer, not just one loan product?
Yes — Cliont supports separate intake flows for construction lending, commercial lending, home purchase loans, refinance, home equity lending, reverse mortgage, and personal lending, so each borrower answers questions relevant to the loan they actually want.
How does Cliont stop unqualified borrowers from tying up loan officer time?
Every borrower's answers are scored on submission, so files that are unlikely to close are flagged before anyone books a pre-approval call, instead of being discovered after your team has already worked the file.
Can the intake route different loan types to different people on our team?
Yes — construction lending and commercial lending inquiries can be routed differently than home purchase or refinance inquiries, so each borrower reaches the person who actually handles that loan type.
Where do qualified borrower leads end up once they're scored?
Qualified leads are sent straight to your CRM with their answers attached, so loan officers open a file already knowing the borrower's loan type and financial situation instead of starting from a blank intake call.
What if a borrower isn't sure which loan product they need?
Cliont's intake can branch based on early answers to point borrowers toward the right loan type — for example distinguishing a construction lending inquiry from a standard home purchase or refinance request — before the rest of the qualification questions load.
Do we need separate landing pages for each lending product?
No — a single Mortgage and Lending intake can present the correct question set for construction lending, home equity lending, reverse mortgage, or any other product you offer, based on what the borrower selects up front.
Turn your mortgage and lending traffic into signed clients
Give every visitor a guided, bilingual intake — and meet a scored, qualified lead before you pick up the phone.