Jumbo mortgage intake that captures purchase price and down payment up
Borrowers share their purchase price range, buying-process stage, and down payment funds before you ever get on a call, so you can see who's under contract and funded versus who's still researching. Income documentation gets collected up front so incomplete files never reach your CRM.
The exact intake your jumbo mortgage leads complete
This is the real 6-question guided intake for Jumbo Mortgage — the same flow your customers finish before you ever pick up the phone.
What a qualified jumbo mortgage lead should tell you
Financing for a home purchase priced above conforming loan limits, where the intake needs to confirm purchase price range, funding stage, down payment strength, and income documentation type before underwriting can move forward.
- Purchase Price Range Home
- In Home Buying Process
- Income Primarily Rely On
- Have Funds Available Down
- Been Pre-Approved Or Pre-Qualified
- Sole Borrower Or Applying
The questions your team needs answered
Every jumbo mortgage intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the purchase price range of the home you plan to buy? | Purchase price range separates true jumbo territory from borderline conforming purchases, directly shaping the loan program and underwriting path. |
| Where are you in the home buying process? | A borrower already under contract with a closing date needs a pre-approval call far sooner than someone still house hunting or researching. |
| What type of income do you primarily rely on to qualify? | Self-employment, investment, or rental income triggers heavier documentation requirements than standard W-2 income in jumbo underwriting. |
| Do you have funds available for a down payment of at least 10%? | Confirming at least 10% down payment funds checks against a common jumbo eligibility threshold before a loan officer invests time in the file. |
| Have you been pre-approved or pre-qualified by a lender for this purchase? | Knowing whether a borrower already has a pre-approval elsewhere helps distinguish a first-time pre-approval request from a rate-shopping comparison. |
| Are you the sole borrower or applying with a co-borrower? | Sole borrower, co-borrower, and business-entity purchases each require different income stacking or entity documentation before underwriting can proceed. |
How Cliont scores jumbo mortgage leads
Every answer is weighted automatically — no manual review required.
Value signals
- $750,000 to $1,000,000
- $1,000,000 to $2,000,000
- Over $2,000,000
- Not sure
- Just researching options
- Offer made or accepted
Urgency signals
- Actively house hunting
- Have Funds Available Down
See the lead your team receives
Jumbo 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 jumbo mortgage workflows
| Cliont capability | Jumbo Mortgage application |
|---|---|
| Conditional document requests | When a borrower selects self-employment or investment income as their qualifying income type, the intake can prompt for tax returns or P&L statements before the file reaches your CRM. |
| Lead scoring by price and readiness | Purchase price range and down payment answers combine so that $750,000+ borrowers with 10%+ down surface as high-priority leads instead of blending in with under-$750,000 inquiries. |
| CRM routing by buying stage | Borrowers who are under contract with a closing date route differently than borrowers who are just researching, so your pipeline reflects who needs a pre-approval call this week. |
| Structured borrower-type capture | Sole borrower, co-borrower, and business-entity applications are captured distinctly, so income-stacking or entity paperwork needs are known before the first call. |
Common jumbo mortgage lead scenarios
Under contract, self-employed borrower
Purchase price lands in the $1M-$2M range with a closing date already set and self-employment income declared, so the intake flags a need for tax returns and P&L statements before the pre-approval call.
Early researcher on a high-end budget
A borrower selects 'Over $2,000,000' but is still just researching options, so the lead scores high on price but gets routed for a discovery call rather than an urgent pre-approval slot.
Co-borrower combining two incomes
One applicant lists W-2 income and adds a co-borrower with rental income while actively house hunting, so the intake captures both income sources for a stacked-income underwriting review.
Purchase through a business entity
A borrower applying through a business entity with investment income and a down payment below 10% signals extra documentation needs, letting you prepare entity paperwork before the call instead of during it.
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
Jumbo Mortgage lead-intake FAQs
How does the intake treat borrowers who answer 'Not sure' on purchase price?
The 'Not sure' option is still weighted as a viable jumbo prospect, so those leads get routed to your CRM for a clarifying conversation rather than filtered out.
Does the intake separate W-2 borrowers from self-employed or investment income borrowers?
Yes, the income type question captures which category a borrower falls into so you know whether to prepare for tax-return and P&L review versus standard pay stub verification.
What happens when a borrower is purchasing through a business entity?
The borrower-type question flags business entity purchases separately from sole and co-borrower applications, so entity documentation requirements are visible before the pre-approval call.
How is down payment strength scored for jumbo leads?
Having at least 10% down carries significantly more weight than not, since that threshold is typically core to jumbo eligibility, and the answer feeds directly into how the lead is prioritized.
Can the intake tell me if a borrower already has a pre-approval from another lender?
The intake asks whether the borrower has already been pre-approved or pre-qualified, which helps you tell apart borrowers who need a first pre-approval call from those comparing offers.
Does the buying-process stage change how a lead is handled?
Yes, borrowers under contract with a closing date carry more urgency than those actively house hunting or just researching, so the intake surfaces that stage to help you sequence pre-approval calls.
Turn jumbo mortgage visitors into qualified clients
Give every jumbo mortgage visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.