Know which commercial real estate leads deserve a pre-approval call
Borrowers tell you the loan purpose, property type, and how soon they need funding before your team ever picks up the phone. Upload prompts for purchase contracts and property financials mean your pipeline holds only files with a real shot at closing.
The exact intake your commercial real estate loan leads complete
This is the real 6-question guided intake for Commercial Real Estate Loan — the same flow your customers finish before you ever pick up the phone.
What a qualified commercial real estate loan lead should tell you
Financing to purchase, refinance, construct, or renovate a commercial property, qualified by loan purpose, property type, ownership or contract status, and how soon funds are needed.
- Purpose This Commercial Real
- Commercial Property Involved
- Own Or Have Signed
- Entity Applying This Loan
- Have Prior Experience Owning
- Soon This Loan Funded
The questions your team needs answered
Every commercial real estate loan intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the purpose of this commercial real estate loan? | Loan purpose determines the underwriting path and paperwork needed, since a purchase, refinance, construction, and renovation deal each carry different requirements. |
| What type of commercial property is involved? | Property type helps route the file to the right lending program, since office, retail, industrial, and multifamily underwriting standards differ. |
| Do you currently own or have a signed contract on the property? | Ownership or contract status shows how far along the deal actually is, separating a borrower ready to close from one still searching for a property. |
| Is the entity applying for this loan a registered business? | Whether the applicant is a registered business changes the underwriting and documentation path compared to an individual applicant. |
| Do you have prior experience owning or managing commercial property? | Prior commercial property experience signals how much guidance the borrower will likely need through the loan process. |
| How soon do you need this loan funded? | Funding timeline separates borrowers who need capital within 30 days from those still exploring options months out. |
How Cliont scores commercial real estate loan leads
Every answer is weighted automatically — no manual review required.
Value signals
- Purchase a property
- Refinance existing property
- New construction or ground-up development
- Renovate or improve existing property
- Not sure
- Already own the property
Urgency signals
- Immediately (within 30 days)
See the lead your team receives
Commercial Real Estate Loan Lead
From first click to qualified lead
Follow prospects and clients 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 project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for commercial real estate loan workflows
| Cliont capability | Commercial Real Estate Loan application |
|---|---|
| Conditional branching | Adjusts follow-up questions based on whether the borrower already owns the property, is under signed contract, or is still searching, so a still-searching lead isn't asked closing-stage questions. |
| Weighted scoring | Ranks purchase and refinance inquiries with a signed contract and near-term funding need above 'not sure' or 'just exploring' responses, so your CRM shows the closest-to-close deals first. |
| Document capture | Collects purchase contracts, rent rolls, and entity formation documents during intake instead of chasing them by email after the pre-approval call is already booked. |
| CRM routing | Sends each file to your CRM with entity registration status and ownership stage attached, so loan officers can see deal readiness before opening the record. |
Common commercial real estate loan lead scenarios
Signed contract, 30-day close
A borrower already under signed contract for an industrial building needs funding within 30 days, so the intake surfaces this file above anything still exploring options.
Refinance on an owned property
An experienced owner refinancing a multifamily property they've held for years is a lower-risk profile, and the intake captures that ownership history alongside the refinance purpose.
Ground-up construction, land search
A developer planning new construction but still searching for a site has a longer funding timeline and no signed contract yet, which the intake flags differently from a ready-to-close purchase.
First-time buyer, renovation loan
A borrower renovating a retail space with no prior commercial ownership experience gets routed the same way but with a note that they may need more hand-holding through underwriting.
Unregistered entity, still exploring
Someone applying as an individual rather than a registered business, and marked 'just exploring options' on timeline, is captured for follow-up rather than fast-tracked to a pre-approval call.
Connect Cliont to your workflow
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
More commercial lending intake templates
Commercial Real Estate Loan lead-intake FAQs
What happens when a borrower isn't sure why they need the loan?
The intake still records 'Not sure' as a valid answer for loan purpose, but it scores lower than a defined purchase or refinance, so those files land in your CRM flagged for a clarifying conversation instead of skipping straight to underwriting prep.
Can the intake tell how close a borrower is to actually needing money?
Yes. The ownership and contract question separates borrowers who already own the property, are under signed contract, or are still searching, which is a direct read on how real and timely the deal is.
What documents get collected before a file reaches my CRM?
The intake prompts for items like a signed purchase contract or letter of intent, current rent roll or lease summary, recent property financials, and entity formation documents, so you open a file that's already partly underwritten.
Does the intake check whether the applicant is a registered business?
Yes, borrowers answer whether the applying entity is a registered business, and that answer is weighted differently from an individual applicant since it affects the underwriting path and documentation needed.
How does funding timeline change lead priority?
Borrowers who need funds within 30 days score higher than those who say 3-6 months or 'just exploring,' so your pipeline naturally surfaces the files with real time pressure first.
Does this intake cover construction and renovation loans, not just purchases?
Yes, the loan purpose question includes new construction, renovation, purchase, and refinance as options, and all of them carry meaningful weight rather than being treated as afterthoughts.
How is this different from the Small Business Loan or SBA Loan intake?
This intake is built around property-specific fields like property type and ownership or contract stage, while the Small Business Loan and SBA Loan intakes focus on business financials and use of funds instead of a specific asset.
Turn commercial real estate loan visitors into qualified clients
Give every commercial real estate loan visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.