Qualify every mortgage and lending lead before the first conversation
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.
Construction Lending
Preview 4 intake templates for construction lending, including renovation loan, construction-to-permanent loan, land and construction loan.
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Commercial Lending
Preview 6 intake templates for commercial lending, including small business loan, working capital loan, sba loan.
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Home Purchase Loans
Preview 7 intake templates for home purchase loans, including investment property loan, fha loan, va loan.
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Reverse Mortgage
Preview 4 intake templates for reverse mortgage, including reverse mortgage refinance, home equity conversion mortgage, reverse mortgage consultation.
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Mortgage Refinance
Preview 5 intake templates for mortgage refinance, including cash-out refinance, rate-and-term refinance, va interest rate reduction refinance.
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Home Equity Lending
Preview 4 intake templates for home equity lending, including home equity line of credit, home improvement financing, home equity loan.
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Personal Lending
Preview 4 intake templates for personal lending, including debt consolidation loan, unsecured personal loan, emergency expense loan.
View intakes →Information mortgage and lending teams need before the first conversation
Across every mortgage and lending service, Cliont intakes are built to capture:
Mortgage and Lending covers the full range of loan origination work — construction lending, commercial lending, home purchase loans, refinance, home equity, reverse mortgage, and personal lending — where a borrower's loan type, property, and financial situation determine whether a file is worth a pre-approval call.
- 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
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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.