Know which renovation loan leads deserve a pre-approval call
The intake asks whether the borrower owns the property, what the renovation purpose is, and what stage the project is in, then collects contractor estimates before the lead reaches your CRM.
The exact intake your renovation loan leads complete
This is the real 6-question guided intake for Renovation Loan — the same flow your customers finish before you ever pick up the phone.
What a qualified renovation loan lead should tell you
Financing for repair, remodel, or expansion work on a property the borrower owns or is acquiring, qualified by property type, ownership status, renovation purpose, project stage, existing liens, and whether contractor bids are already in hand.
- Property Renovation Financing
- Own This Property
- Primary Purpose Renovation
- Stage Renovation Project In
- Have Existing Mortgage Or
- Have Contractor Estimates Or
The questions your team needs answered
Every renovation loan intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property needs renovation financing? | Property type determines the loan program the borrower likely qualifies for and separates residential renovation requests from business or commercial ones. |
| Do you currently own this property? | Current ownership status distinguishes a straight renovation refinance from a purchase-plus-renovation scenario that needs different underwriting. |
| What is the primary purpose of the renovation? | Structural change or expansion projects are flagged as the urgent segment, since they typically require larger loan amounts and more complex approval. |
| What stage is the renovation project in right now? | Project stage shows how close the borrower is to needing funds, with ready-to-start scoring highest and already-completed scoring lowest. |
| Do you have an existing mortgage or lien on this property? | An existing mortgage or lien tells the lender whether the renovation loan needs to be structured behind an existing obligation. |
| Do you have contractor estimates or bids for the renovation work? | Having contractor estimates in hand shows the project is priced and scoped, which scores higher than a borrower still shopping for a contractor. |
How Cliont scores renovation loan leads
Every answer is weighted automatically — no manual review required.
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
See the lead your team receives
Renovation Loan Lead: Primary Residence, Ready to Start
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 renovation loan workflows
| Cliont capability | Renovation Loan application |
|---|---|
| Weighted lead scoring | Scores each renovation loan lead using the ownership, project-stage, and contractor-estimate weights from the intake, so borrowers ready to start with bids in hand outrank ones still completing work with no financing gap. |
| Document collection widget | Collects contractor estimates or bids and existing mortgage documentation directly in the intake, before the file lands in your CRM. |
| Urgency tagging | Flags structural change or expansion renovation purposes as urgent, separating them from cosmetic upgrades or routine repair requests. |
| Conditional routing | Routes business or commercial property renovation leads differently from primary residence and second home leads based on the property-type answer. |
Common renovation loan lead scenarios
Structural expansion, ready to fund
A borrower planning a structural change or expansion who is ready to start once financed triggers the highest urgency and value signals, so the intake flags it for an immediate pre-approval call.
Investment property with bids in hand
An investor who already has contractor estimates and is still comparing quotes scores well on value and preparedness, giving your team a priced, scoped project to review.
Owner-occupant refinancing for repairs
A primary residence owner requesting repairs or maintenance financing, with an existing mortgage on the property, routes as a straightforward refinance-style renovation file.
Project already completed
A borrower whose renovation work is already finished scores lower on urgency, since the intake weights this stage well below still-planning or ready-to-start responses, helping you deprioritize retroactive requests.
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
Renovation Loan lead-intake FAQs
How does the intake handle borrowers who don't own the property yet?
The ownership question is a yes/no field with a higher weight for current owners than for non-owners, so the lead score reflects whether this is a straight renovation loan or a purchase-plus-renovation scenario.
Does the borrower need contractor estimates to submit the intake?
No, but the intake asks whether estimates or bids exist, and borrowers who already have them score higher than those still shopping for a contractor.
What happens if the renovation is already finished?
The project-stage question weights an already-completed renovation lowest, since financing needs are typically different from a project that's still planning or ready to start.
Can the intake tell the difference between a residential and a commercial renovation borrower?
Yes, the property-type question separates primary residence, second home, investment property, and business or commercial property, each carrying its own weight.
How does the intake flag urgent renovation projects like structural changes?
The renovation-purpose question distinguishes structural change or expansion from cosmetic upgrades or routine repairs, and structural projects are surfaced as the urgent segment.
What if the property already has a mortgage or lien on it?
The existing-lien question is captured on every lead so your team knows upfront whether the renovation loan needs to sit behind an existing mortgage before it reaches your CRM.
Turn renovation loan visitors into qualified clients
Give every renovation loan visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.