Every USDA loan enquiry, scored before it hits your CRM
The intake checks rural property eligibility, compares household income to the area median, and confirms primary-residence intent, then asks for income documentation before the file reaches your CRM.
The exact intake your usda loan leads complete
This is the real 6-question guided intake for USDA Loan — the same flow your customers finish before you ever pick up the phone.
What a qualified usda loan lead should tell you
A USDA-backed home loan for buyers purchasing an eligible rural or suburban primary residence, with qualification hinging on property location, household income relative to the area median, and occupancy intent.
- Property Located In Eligible
- Current Stage Home Purchase
- This Property Be Primary
- Household Income Compare Area'S
- Approximate Credit Score Range
- Property Purchase
The questions your team needs answered
Every usda loan intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the property located in an eligible rural or suburban area? | Confirms whether the property falls inside a USDA-eligible rural or suburban boundary, which determines whether the program is usable for this address at all. |
| What is the current stage of your home purchase process? | Signals urgency: a borrower actively searching for a home needs a pre-approval call sooner than someone still exploring options. |
| Will this property be your primary residence? | USDA loans require owner-occupancy, so a 'No' answer flags a file that likely cannot close under this program. |
| How does your household income compare to your area's median income? | USDA eligibility is capped at area-median income thresholds, so this answer directly determines whether the borrower fits inside the program. |
| What is your approximate credit score range? | Credit score range affects underwriting risk and rate, helping prioritize files that are closer to lending-ready. |
| What type of property are you looking to purchase? | Property type affects appraisal and documentation requirements, particularly for manufactured homes or acreage purchases. |
How Cliont scores usda loan leads
Every answer is weighted automatically — no manual review required.
Value signals
- Yes, confirmed eligible
- Likely, but not confirmed
- Not sure
- This Property Be Primary: yes
- Below area median income
- Close to area median income
Urgency signals
- Actively searching for a home
See the lead your team receives
USDA 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 usda loan workflows
| Cliont capability | USDA Loan application |
|---|---|
| Conditional scoring logic | Weights the primary-residence answer and the area-median income comparison heavily, so files that fail either USDA requirement surface with a lower score instead of looking like a standard qualified lead. |
| Guided video or form intake | Walks the borrower through rural eligibility, purchase stage, and property type in sequence, so 'not sure' or 'likely eligible' answers still generate a usable file instead of an incomplete one. |
| Document collection | Requests income documentation tied to the area-median income question, so loan officers aren't chasing paperwork after the pre-approval call is already booked. |
| CRM routing | Sends leads with confirmed eligibility, primary-residence intent, and income under the area median straight to your CRM as high-priority, while flagging urban or above-median answers for review. |
Common usda loan lead scenarios
Confirmed rural eligibility, income under median
Borrower's address is confirmed inside a USDA-eligible zone and household income sits below the area median, so the intake scores the file high and flags it for a pre-approval call.
House hunting, eligibility unconfirmed
Borrower is actively searching for a home but hasn't verified the property's USDA eligibility, so the intake still captures urgency while routing the location question for follow-up before the call.
Second home in an eligible area
The property sits in a USDA-eligible zone but won't be the borrower's primary residence, which the intake flags since occupancy is a core requirement for this program.
Acreage or manufactured home purchase
Borrower selects farm/acreage or a manufactured home as the property type, prompting the intake to capture extra property detail lenders typically need before appraisal.
Above-median income in an urban address
Income above the area median combined with an urban location signals a likely program mismatch, so loan officers can see it at a glance instead of discovering it mid-file.
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
USDA Loan lead-intake FAQs
How does the intake confirm USDA rural eligibility?
It asks the borrower directly whether the property is in an eligible rural or suburban area, with answer options ranging from confirmed eligible to not sure, so your team knows immediately how much verification is still needed.
What happens if a borrower isn't sure about eligibility or income?
The intake still accepts 'not sure' answers on both the location and area-median income questions and scores them accordingly, so ambiguous leads still reach your CRM rather than getting dropped.
Does the intake check USDA income limits?
It asks how the borrower's household income compares to the area median income, which is the core USDA eligibility constraint, and weights that answer into the lead's score.
What if the property won't be the borrower's primary residence?
The intake asks a direct yes/no primary-residence question, since USDA loans require owner-occupancy, and a 'No' answer is scored low so you can spot a likely mismatch before scheduling a call.
Can the intake handle manufactured homes or acreage purchases?
Yes, the property-type question includes manufactured homes and farm or land with acreage as options alongside single-family and townhome/condo purchases.
What documents does the intake collect before sending a lead to my CRM?
Beyond the qualification questions, you can require income documentation and property address details so your team has what it needs to start underwriting review as soon as the file arrives.
Turn usda loan visitors into qualified clients
Give every usda loan visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.