Every HELOC enquiry, scored before it reaches your CRM
Ask homeowners about their equity range, existing mortgage balance, and credit standing up front, alongside mortgage statement uploads, so your team only calls back borrowers who can actually qualify for a line of credit.
Preview your home equity line of credit intake
Explore 7 questions from the Home Equity Line of Credit template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified home equity line of credit lead should tell you
A revolving credit line secured against a homeowner's equity, where the amount available depends on ownership status, existing mortgage balance, and estimated equity in the property.
- Own Property Want Borrow
- Best Estimate Equity Have
- Plan Use Line Credit
- Still Have Existing Mortgage
- Would Describe Current Credit
- Soon Open This Line
- Sole Owner, Or Other
The questions your team needs answered
Every home equity line of credit intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently own the property you want to borrow against? | Confirms the borrower actually has an asset to borrow against, the baseline requirement for any HELOC. |
| What is your best estimate of the equity you have in the property? | The equity range determines how much credit line is even possible, driving most of the lead's score. |
| What do you plan to use the line of credit for? | Intended use signals file complexity and helps route the lead to the right underwriting path, such as business use needing extra documentation. |
| Do you still have an existing mortgage balance on this property? | Reveals whether your team needs to account for a first mortgage when calculating combined loan-to-value. |
| How would you describe your current credit standing? | Credit standing is one of the two heaviest-weighted answers in the catalog and is closely tied to approval odds. |
| How soon are you looking to open this line of credit? | Distinguishes borrowers ready to move now from those still researching, shaping how fast your team should follow up. |
| Are you the sole owner, or do other people also hold ownership of the property? | Co-owned properties often need additional signatures and documentation before a line of credit can close. |
How Cliont scores home equity line of credit leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Own Property Want Borrow: yes
- $20,000–$75,000
- $75,000–$200,000
- Over $200,000
- Not sure
- Excellent
Urgency signals
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Home Equity Line of Credit 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 home equity line of credit workflows
| Cliont capability | Home Equity Line Of Credit application |
|---|---|
| Weighted lead scoring | Equity range and credit standing answers are weighted so a borrower with $75,000–$200,000 equity and excellent credit scores far above a sub-$20,000-equity, fair-credit lead. |
| Conditional routing | 'Immediately' timeline answers can trigger faster CRM delivery so files ready to close now aren't stuck behind borrowers still exploring options. |
| Document capture | Mortgage statement and property ownership uploads are collected inline, so underwriting isn't chasing paperwork after the pre-approval call. |
| CRM delivery | Every completed HELOC intake, scored and tagged with intended use like debt consolidation or home improvement, lands directly in your CRM record. |
Example home equity line of credit lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Ready to move immediately
A homeowner selects 'Immediately' for timeline and reports equity over $200,000 with excellent credit — flagged as an urgent, high-value lead for fast CRM routing.
Unsure of exact equity amount
Borrower confirms ownership but answers 'Not sure' on equity — still scored as high-value, but flagged for verification during the pre-approval call.
Co-owned property with a mortgage
Property has multiple owners and an outstanding mortgage balance, signaling extra paperwork like co-borrower consent your team should prepare before calling.
Just exploring, no urgency
Borrower selects 'Just exploring options' for timeline — the intake still captures equity and credit data so you can nurture the file instead of chasing it.
Debt consolidation with fair credit
Borrower wants the line for debt consolidation and reports 'Fair' credit — scores lower than an excellent-credit file but is still routed for review since nothing here is disqualifying.
Connect Cliont to your workflow
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
More home equity lending intake templates
Home Equity Line of Credit lead-intake FAQs
How does the intake handle borrowers who don't yet own the property?
The first question confirms current ownership, and a 'No' answer carries the lowest weight since a HELOC requires existing home equity — but the lead still reaches your CRM rather than being blocked outright.
What happens when a borrower isn't sure how much equity they have?
'Not sure' is scored as a high-value answer alongside the $20,000–$200,000+ ranges, since many homeowners underestimate their equity, and the lead still reaches your CRM for confirmation on the call.
Does the intake ask about an existing mortgage balance?
Yes — borrowers confirm whether they still carry a mortgage balance, which helps your team estimate combined loan-to-value before the pre-approval call.
How is sole ownership versus co-ownership captured?
Borrowers select whether they're the sole owner or co-own with others, flagging files that will likely need additional co-borrower documentation.
Can I see why a borrower wants the line of credit?
The intake captures intended use — home improvement, debt consolidation, business or investment purposes, a major expense, or other — so you can route files without a call first.
How is urgency reflected in lead scoring?
Borrowers who select 'Immediately' for timeline are flagged as urgent, distinct from those 'Just exploring,' so your team can order follow-up calls accordingly.
What if a borrower actually wants a lump-sum loan instead of a credit line?
Point them to the Home Equity Loan intake instead — this HELOC form is built around revolving credit line questions, while the lump-sum and debt consolidation scenarios are covered by sibling intake forms.
Turn home equity line of credit visitors into qualified clients
Give every home equity line of credit visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.