Know which land and construction loan leads are worth a pre-approval
The intake asks whether land is already owned or under contract, whether a licensed builder is selected, and where building plans and permits stand, so land contracts, permit paperwork, and builder agreements are attached before you schedule a pre-approval call.
The exact intake your land and construction loan leads complete
This is the real 6-question guided intake for Land and Construction Loan — the same flow your customers finish before you ever pick up the phone.
What a qualified land and construction loan lead should tell you
A loan that funds both the purchase of a building lot and the construction costs of a new property, underwritten around land ownership status, builder selection, and permit readiness before any funds are released.
- Already Own Land, Or
- Intended Use Completed Property
- Have Licensed Builder Or
- Have Approved Building Plans
- Expect Construction Begin
- Applying As Individual Borrower
The questions your team needs answered
Every land and construction loan intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you already own the land, or do you still need to purchase it? | Whether the land is already owned, under contract, or still being searched for determines whether the loan needs to fund a land purchase alongside construction, which changes deal complexity and timeline. |
| What is the intended use of the completed property? | Primary residence carries the highest weight of any option here, so this answer alone shifts a lead toward the high-value segment. |
| Do you have a licensed builder or contractor selected for the project? | A confirmed licensed builder carries the largest single weight gap in the catalog, reflecting how much construction risk depends on who's building the project. |
| Do you have approved building plans or permits for the construction? | Plan and permit status shows how close the project actually is to breaking ground, and the weight drops step by step from approved to not-yet-started. |
| When do you expect construction to begin? | Expected construction start timing has no scoring weight but tells the team which files need a pre-approval call scheduled soonest. |
| Are you applying as an individual borrower or through a business entity? | Individual versus business-entity applications typically require different underwriting documentation, so this answer affects how the file gets routed in the CRM. |
How Cliont scores land and construction loan leads
Every answer is weighted automatically — no manual review required.
Value signals
- Primary residence
- Second home
- Investment or rental property
- Commercial or business use
- Have Licensed Builder Or: yes
- Plans and permits approved
See the lead your team receives
Land and Construction 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 land and construction loan workflows
| Cliont capability | Land And Construction Loan application |
|---|---|
| Weighted scoring | Automatically ranks files with a licensed builder selected and approved plans and permits above files still missing those pieces, so complete construction packages surface first. |
| Document upload widget | Collects the land purchase contract, permit paperwork, and builder agreement inside the intake itself, before the file ever reaches a loan officer's inbox. |
| Conditional branching | Adjusts follow-up questions based on the land-ownership answer, so a borrower who already owns the land isn't asked the same purchase-timeline questions as someone still searching for a lot. |
| CRM routing rules | Tags business-entity applications separately from individual borrowers so commercial and investment files land with the right underwriter automatically. |
Common land and construction loan lead scenarios
Land owned, builder locked in
Borrower already owns the land, has a licensed builder selected, and holds approved plans and permits, so the file scores high and is ready to move straight to a pre-approval call.
Still shopping for land
Borrower is still searching for a lot with no builder or plans in place yet, so the intake still captures intended use and entity type while flagging the file as earlier-stage.
Investment build under an entity
Property is intended as a rental, the application is under a business entity, and plans are submitted but not yet approved, which routes differently in the CRM than an individual primary-residence borrower.
Commercial build, permits pending
Intended use is commercial, a builder is already selected, but plans and permits have not started, giving a mixed signal set the team can review before committing time to the file.
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
Land and Construction Loan lead-intake FAQs
How does the intake handle a borrower who doesn't own land yet?
The land-ownership question captures whether the borrower already owns the lot, has it under contract, or is still searching, so files without land secured are still logged with their builder and plan status rather than dropped.
Does the intended use of the property change the lead score?
Yes. Primary residence carries the highest weight in the catalog, with second home, investment/rental, and commercial use scored lower, so owner-occupant builds surface first in your CRM.
What happens if the borrower hasn't picked a builder yet?
Not having a licensed builder selected lowers the score compared to a confirmed builder, but the answer is still recorded so your team can see exactly what's missing before a pre-approval call.
Can the intake tell how close a project is to breaking ground?
The building plans and permits question distinguishes between approved, submitted-and-pending, and not-yet-started status, and each stage carries a different weight in the score.
Does the intake separate individual borrowers from business entities?
Yes, borrowers choose whether they're applying individually or through a business entity, which is useful for routing files to the right underwriting workflow in your CRM.
How is this different from your Construction-to-Permanent Loan intake?
This intake starts with land-ownership status because land purchase is often bundled into the loan, whereas the sibling Construction-to-Permanent Loan intake assumes the land question is already settled.
Turn land and construction loan visitors into qualified clients
Give every land and construction loan visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.