Builder financing intake that asks what your team actually needs to
Every construction lending enquiry captures the borrower's role in the project, land ownership status, and current build stage, plus site plans and contractor details, so your team can pre-qualify before booking a pre-approval call.
The exact intake your builder financing leads complete
This is the real 6-question guided intake for Builder Financing — the same flow your customers finish before you ever pick up the phone.
What a qualified builder financing lead should tell you
Financing extended to builders, developers, or landowners to fund the construction of residential or commercial property intended for sale or lease, qualified by who controls the land, what stage the build is at, and whether an experienced contractor team is in place.
- Role In This Construction
- Project Financing
- Own Or Control Land
- Current Stage This Construction
- Have Prior Experience Completing
- Have Licensed Contractor Or
The questions your team needs answered
Every builder financing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your role in this construction project? | The borrower's role determines who actually executes and repays the loan, so builders and developers score meaningfully higher than landowners still looking for a building partner. |
| What type of project needs financing? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you currently own or control the land for this project? | Already owning or controlling the land removes an acquisition step and timeline risk, which is why it carries more weight than a borrower who still needs land secured. |
| What is the current stage of this construction project? | Knowing whether a project is still in planning versus ready to break ground shows how far off a real draw schedule and funding timeline actually are. |
| Do you have prior experience completing similar construction projects? | A borrower who has completed similar projects before carries lower execution risk than a first-time builder, which is why prior experience is weighted at 8. |
| Do you have a licensed contractor or building team already identified? | Having a licensed contractor or building team already identified signals the project can actually move forward on a draw schedule, unlike a file that still needs a crew lined up. |
How Cliont scores builder financing leads
Every answer is weighted automatically — no manual review required.
Value signals
- Builder or developer
- Investor funding a builder
- Own Or Control Land: yes
- Have Prior Experience Completing: yes
- Have Licensed Contractor Or: yes
Urgency signals
- Landowner seeking a builder partner
See the lead your team receives
Builder Financing 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 builder financing workflows
| Cliont capability | Builder Financing application |
|---|---|
| Conditional question branching | When a borrower selects landowner seeking a builder partner, the intake can surface that gap distinctly from a builder who already owns land and has a crew, instead of forcing every applicant through identical follow-ups. |
| Weighted lead scoring | Builder or developer role, land ownership, prior experience, and an identified contractor team are each individually weighted, so a builder with all four lines up scores well above a first-time applicant missing land, crew, or track record. |
| Document upload capture | Site plans and proof of land ownership are collected at intake so loan officers aren't chasing paperwork before they can assess whether a file is even worth a pre-approval call. |
| CRM routing with tags | Leads land in your CRM already tagged by role and build stage, so builders ready to break ground surface ahead of landowners still searching for a contractor. |
Common builder financing lead scenarios
Builder ready to break ground
A developer already owns the land, has a licensed contractor lined up, and has completed similar projects before, so the intake routes this as a high-priority file ready for underwriting.
Investor funding a builder
The applicant is financing someone else's construction rather than building directly, so the intake flags a different role and stage combination the loan officer needs to review before treating it like a direct builder loan.
Landowner without a builder yet
The borrower owns land but hasn't identified a contractor or building team, which the intake surfaces as a partnership gap rather than a construction-ready file.
First-time builder, no crew
No prior completed projects and no contractor identified lowers the weighted score even if the land is owned, prompting a closer look before a call is booked.
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 construction lending intake templates
Builder Financing lead-intake FAQs
How does the intake treat a landowner differently from a builder or investor?
The role question separates builders/developers, investors funding a builder, and landowners seeking a builder partner into distinct weighted paths, since a landowner without a building team represents a different stage of readiness than a builder about to break ground.
Does the form check whether the borrower already owns the land?
Yes, land ownership is a direct yes/no question, and control of the land carries meaningfully more weight than a project that still needs acquisition financing arranged.
What happens if a project is still in planning or permitting?
The intake captures current stage separately from readiness, so files still in planning or permitting are visible in the CRM without being scored the same as a project ready to break ground.
Can the intake tell if the borrower has completed similar builds before?
Yes, prior construction experience is a scored yes/no field, since a track record of finished projects lowers execution risk compared to a first-time builder.
Does Cliont capture whether a contractor or building team is already selected?
Yes, having a licensed contractor or building team identified is its own scored question, distinct from experience or land ownership, since a builder can own land and have prior projects but still lack a crew for this specific job.
How is this different from the Land and Construction Loan intake?
Builder financing focuses on who is executing the build, their track record, and their crew, whereas the land and construction loan sibling leans more heavily on the land acquisition itself alongside the build.
Turn builder financing visitors into qualified clients
Give every builder financing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.