Conventional mortgage intake that captures down payment funds up front
See purchase status, credit standing, and down payment funds before the pre-approval call, plus income documentation uploaded up front, so you can spot which files are ready to move toward closing.
The exact intake your conventional mortgage leads complete
This is the real 6-question guided intake for Conventional Mortgage — the same flow your customers finish before you ever pick up the phone.
What a qualified conventional mortgage lead should tell you
A home-purchase loan not backed by a government program, qualified primarily on the borrower's income stability, credit standing, and available down payment funds relative to the property they intend to buy.
- Current Status Home Purchase
- Have Steady, Verifiable Income
- Would Describe Credit Standing
- Have Funds Available Down
- Property Purchase
- Been Pre-Approved By Any
The questions your team needs answered
Every conventional mortgage intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the current status of your home purchase process? | Purchase status carries the highest weight in the catalog, so it's the single strongest signal of how soon this borrower needs a pre-approval call. |
| Do you have a steady, verifiable income source? | A verified, steady income source is required for conventional underwriting, so a 'no' here flags a file that likely needs more groundwork before it can close. |
| How would you describe your credit standing? | Credit standing directly affects the rate and program a conventional borrower will qualify for, making it a core scoring input rather than a background detail. |
| Do you have funds available for a down payment? | Available down payment funds indicate whether the borrower can actually fund the deal now, separating ready-to-close files from ones needing a savings plan first. |
| What type of property are you looking to purchase? | Property type distinguishes primary-residence borrowers from investment or second-home buyers, who may need a different loan program entirely. |
| Have you been pre-approved by any lender for this purchase? | Knowing whether the borrower already holds a competing pre-approval helps you decide whether this call is a first qualification or a rate-comparison conversation. |
How Cliont scores conventional mortgage leads
Every answer is weighted automatically — no manual review required.
Value signals
- Just researching options
- Offer made or accepted
- Under contract, need financing
- Have Steady, Verifiable Income: yes
- Excellent
- Good
Urgency signals
- Actively house hunting
- Have Funds Available Down
Disqualifiers
- Not sure yet
See the lead your team receives
Conventional Mortgage 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 conventional mortgage workflows
| Cliont capability | Conventional Mortgage application |
|---|---|
| Weighted lead scoring | Purchase status, verified income, credit standing, and down payment funds combine into a single score so 'under contract, excellent credit' files rise above 'just researching, fair credit' ones automatically. |
| Conditional branching | A yes on prior pre-approval can route the borrower toward a rate-comparison path instead of the standard qualification sequence. |
| Document upload capture | Income documentation is collected inside the same intake used to gather credit standing and down payment answers, cutting a follow-up step before the pre-approval call. |
| CRM delivery | Qualified borrowers arrive in your CRM with purchase status, credit standing, and down payment answers attached, so loan officers can prep the pre-approval call without re-asking basics. |
Common conventional mortgage lead scenarios
Under contract, needs financing now
Borrower marks 'Under contract, need financing' with verified income and excellent credit — the intake flags this as ready for an immediate pre-approval call rather than a nurture sequence.
Early-stage researcher, no property yet
Borrower selects 'Just researching options' and 'Not sure yet' on property type, signaling a longer timeline; the intake still captures income and credit standing so you can pre-qualify without booking a call too early.
House hunting with fair credit
Borrower is actively house hunting with down payment funds ready but self-reports 'Fair' credit — a viable file that needs a credit conversation before quoting terms, not an automatic pass or fail.
Offer accepted, no down payment yet
Borrower has an accepted offer but answers no to having down payment funds available, which the intake surfaces so you can address the financing gap before scheduling.
Already pre-approved elsewhere
Borrower indicates they've already been pre-approved by another lender, letting you decide whether to pursue a rate-comparison conversation instead of a standard qualification call.
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 home purchase loans intake templates
Conventional Mortgage lead-intake FAQs
Does the intake flag borrowers who already have a pre-approval from another lender?
Yes — the intake asks directly whether the borrower has been pre-approved elsewhere, so you can prioritize rate-comparison conversations differently from first-time pre-approval requests.
What happens if a borrower isn't sure what type of property they're buying?
The property type question includes a 'Not sure yet' option, so those leads still come through with their purchase status and credit standing captured rather than being lost to an incomplete form.
Does poor credit standing disqualify a borrower automatically?
No — credit standing is a weighted scoring factor, not a hard disqualifier, so borrowers who select 'Poor' or 'Not sure' still reach your CRM with a lower relative score rather than being blocked outright.
How much does purchase status affect the lead score?
Purchase status carries the heaviest single weight in the catalog, since 'Under contract, need financing' and 'Offer made or accepted' both score at the maximum — signaling a borrower who needs a pre-approval call now.
What if a borrower says they don't have down payment funds available?
That answer still scores, just lower than a 'yes,' which lets you see the financing gap before the pre-approval call instead of discovering it mid-conversation.
Can this same intake route FHA or investment-property buyers elsewhere?
The property-type question separates primary residence, second home, and investment property answers, which you can use to route investment purchases toward your Investment Property Loan workflow instead of conventional financing.
Turn conventional mortgage visitors into qualified clients
Give every conventional mortgage visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.