Know which FHA loan leads deserve a pre-approval call
Guide borrowers through home buying stage, credit score range, and income verification before you spend time on a pre-approval call, with ID and income documents collected upfront.
The exact intake your fha loan leads complete
This is the real 6-question guided intake for FHA Loan — the same flow your customers finish before you ever pick up the phone.
What a qualified fha loan lead should tell you
Qualification for buyers pursuing a government-backed FHA mortgage, where occupancy intent, credit range, and documented income determine whether a file can realistically close.
- Current Home Buying Stage
- This Be Primary Residence
- Owned Home In Past
- Range Best Describes Estimated
- Have Documented, Verifiable Income
- Approximate Location Property Want
The questions your team needs answered
Every fha loan intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your current home buying stage? | Buying stage tells your team whether this borrower needs a same-day pre-approval call or a nurture sequence, since 'under contract' carries urgency a 'just researching' answer doesn't. |
| Will this be your primary residence? | A 'no' here signals the property won't be owner-occupied, which conflicts with FHA program requirements and should redirect the lead rather than book a call. |
| Have you owned a home in the past three years? | Prior homeownership within three years affects first-time buyer assumptions your team might otherwise make on the call. |
| Which range best describes your estimated credit score? | Credit range shapes which FHA underwriting path applies and helps your team sequence outreach across a mixed pipeline. |
| Do you currently have documented, verifiable income? | Documented income separates files ready for pre-approval from ones that need manual income verification first. |
| What is the approximate location of the property you want to purchase? | Property location lets your team check FHA county loan limits before the call instead of discovering a mismatch mid-conversation. |
How Cliont scores fha loan leads
Every answer is weighted automatically — no manual review required.
Value signals
- Just researching
- Looking at homes
- Under contract on a home
- Need pre-approval first
- This Be Primary Residence: yes
- Below 580
See the lead your team receives
FHA 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 fha loan workflows
| Cliont capability | FHA Loan application |
|---|---|
| Weighted answer scoring | Credit score range and documented income answers combine so a strong-credit, fully-documented borrower under contract scores well above a researching-stage lead with unverified income. |
| Occupancy-based routing | A 'no' on primary residence lowers the FHA fit score enough that your team can redirect the lead toward an Investment Property Loan or Conventional Mortgage conversation instead of an FHA pre-approval call. |
| Structured free-text capture | The property location answer is stored as a discrete field so your team can check FHA county loan limits before the call rather than re-asking it. |
| CRM delivery with documentation attached | Qualified FHA borrowers arrive in your CRM with stage, credit range, and income status already logged, so pre-approval calls start from a file, not a blank intake. |
Common fha loan lead scenarios
Under contract, strong credit
Buyer is already under contract with credit at 680 or above and documented income confirmed, so the intake flags this as ready for an immediate pre-approval call.
Early-stage buyer, low credit
Someone still just researching with credit below 580 gets captured and scored lower for urgency but stays in the pipeline since FHA accommodates that range.
Not a primary residence
A buyer answers no to occupying the property as their primary residence, which pulls the FHA weight down sharply since the program requires owner-occupancy.
Recent prior homeowner
The intake catches that the borrower owned a home in the past three years, which affects first-time buyer assumptions without needing a separate conversation to uncover.
Income not yet documented
A self-employed applicant without verifiable income on hand is flagged for manual underwriting review before the file moves toward a pre-approval 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
FHA Loan lead-intake FAQs
Does the intake still pass along leads with lower credit scores?
Yes. FHA loans are designed to work with lower credit ranges, so a 'below 580' answer isn't treated as disqualifying, though it scores lower than higher ranges so your team can prioritize call order.
What happens if the property won't be the buyer's primary residence?
The primary residence question carries a much lower weight on a 'no' answer, since FHA financing requires owner-occupancy, and that lead may fit an Investment Property Loan or Conventional Mortgage intake better.
Why does the intake ask about homeownership in the past three years?
That answer helps distinguish repeat FHA borrowers from first-time buyers, which matters for eligibility framing and whether the First-Time Buyer Loan intake is a better fit.
How is the property location field used if it's just free text?
The free-text location answer lets your team check the property against FHA county loan limits before the pre-approval call instead of asking that question live.
Can this intake handle buyers who are only just starting to look?
Yes, someone at the 'just researching' stage is still captured and scored, just lower than someone under contract, so early leads land in your CRM for nurture without crowding your urgent call list.
What if a borrower can't yet show documented income?
A 'no' on verifiable income scores that field low and signals the file needs manual income verification before it's treated as pre-approval ready.
Turn fha loan visitors into qualified clients
Give every fha loan visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.