Home improvement financing intake that captures equity position up front
Tell us the project type, equity position, and start timeline before a borrower ever reaches your calendar. Cliont collects mortgage statements and routes only pre-approval-ready home improvement leads to your CRM.
Preview your home improvement financing intake
Explore 5 questions from the Home Improvement Financing template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified home improvement financing lead should tell you
Financing arranged against a homeowner's equity to fund renovation, repair, or upgrade projects, qualified by project type, current equity position, existing liens, and how soon the borrower plans to start.
- Owner Or Authorized Co-Owner
- Improvement Project Finance
- Much Equity Estimate Have
- There Existing Mortgage Or
- Plan Start Improvement Project
The questions your team needs answered
Every home improvement financing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you the owner or an authorized co-owner able to make financing decisions for this property? | Confirms the person requesting financing can actually authorize a loan against the property, catching co-owner situations before they reach underwriting. |
| What type of improvement project are you planning to finance? | Structural or system repair is treated as an urgent project type, distinct from discretionary remodels or additions, which changes how fast the lead should be worked. |
| How much equity do you estimate you have in your home? | Equity brackets are individually weighted since loan-to-value directly determines what financing products the borrower can realistically qualify for. |
| Is there an existing mortgage or lien on the property? | An existing mortgage or lien reduces available equity, so this answer contextualizes how much the borrower can actually draw against the property. |
| When do you plan to start the improvement project? | An 'Immediately' start timeline signals a borrower ready to move to pre-approval now, versus one just exploring options months out. |
How Cliont scores home improvement financing leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Owner Or Authorized Co-Owner: yes
- Some equity, less than 20%
- 20% to 50% equity
- More than 50% equity
- Not sure
Urgency signals
- Structural or system repair
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Home Improvement 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 home improvement financing workflows
| Cliont capability | Home Improvement Financing application |
|---|---|
| Weighted answer scoring | Equity-estimate tiers (None, under 20%, 20-50%, over 50%, Not sure) are scored individually so a lender can see loan-to-value strength at a glance instead of reading free-text equity claims. |
| Urgency flagging | Structural or system repair projects paired with an 'Immediately' start timeline get flagged as urgent, separating time-sensitive repair financing from open-ended remodel inquiries. |
| Document collection widget | Prompts the borrower for a mortgage statement and contractor estimate during intake, so lien position and scope of work are on file before your team makes contact. |
| Decision-authority check | The ownership/co-owner question flags files where a second signer will be required, preventing a pre-approval call from being scheduled with someone who can't authorize the loan. |
Example home improvement financing lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Structural repair, needs cash fast
Borrower selects a structural or system repair project and wants to start immediately, both flagged as urgent signals so the file routes ahead of slower-moving remodel requests.
High-equity cosmetic remodel
Owner reports more than 50% equity and a kitchen or bathroom remodel, a strong loan-to-value position the intake surfaces even though there is no urgency to move fast.
Uncertain equity, exploring options
Borrower marks equity as 'Not sure' and timeline as 'Just exploring,' so the lead still qualifies on ownership but is scored lower on readiness for an immediate pre-approval call.
Co-owner needed for the file
The person filling out the intake isn't the sole owner and there's an existing mortgage on the property, prompting the file to flag that a co-owner's authorization will be needed before underwriting.
Connect Cliont to your workflow
Connect your CRM
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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 Improvement Financing lead-intake FAQs
How does the intake score equity level for home improvement financing?
The equity-estimate question carries tiered weights, so 20-50% and above-50% equity score highest for loan-to-value feasibility, while 'None or negative equity' scores lowest and 'Not sure' lands in the middle until verified.
Does the intake confirm the person has authority to finance against the property?
Yes, the ownership and decision-authority question is weighted heavily so a co-owner without sign-off authority gets flagged before your team spends time on a file that can't proceed.
How does an existing mortgage or lien affect a lead's priority?
The existing-lien question feeds directly into equity calculations, since a property with an outstanding mortgage has less available equity to draw against than one that's paid off.
Can the intake tell structural repairs apart from cosmetic upgrades?
Yes, project type is a single-choice question and structural or system repair is treated as an urgent signal, distinct from remodels, additions, or energy-efficiency upgrades.
What happens with leads who select 'Just exploring options'?
Those leads still pass through scoring based on ownership and equity, but the timeline answer lowers urgency so your team can route them to nurture follow-up rather than an immediate pre-approval call.
What documents does the intake collect before a lead reaches my CRM?
It collects a recent mortgage statement, photos of the area needing improvement, and a contractor estimate or scope of work if the borrower already has one.
Turn home improvement financing visitors into qualified clients
Give every home improvement financing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.