Know which VA loan leads are worth a pre-approval call
Borrowers share their COE status, homebuying stage, and whether they've used their VA benefit before, plus upload eligibility and income documents, so you see pre-approval-ready veterans before you pick up the phone.
The exact intake your va loan leads complete
This is the real 6-question guided intake for VA Loan — the same flow your customers finish before you ever pick up the phone.
What a qualified va loan lead should tell you
A VA-backed mortgage for eligible active-duty service members, veterans, and surviving spouses purchasing a primary residence, which the intake needs to confirm through COE status, prior benefit use, and occupancy intent.
- Have Certificate Eligibility (Coe)
- Current Homebuying Stage
- Used Va Loan Benefit
- In Which State Or
- Income And Financial Documents
- Purchase Home Yourself, Or
The questions your team needs answered
Every va loan intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you have a Certificate of Eligibility (COE) or believe you qualify for VA loan benefits? | Whether the borrower already holds a COE tells you if the file can move to pre-approval now or needs an eligibility document request first. |
| What is your current homebuying stage? | Homebuying stage shows how close the borrower is to needing financing, from early research through an active contract. |
| Have you used a VA loan benefit before? | Prior VA loan use signals whether entitlement restoration or a second-tier entitlement calculation may apply to this file. |
| In which state or region are you planning to purchase a home? | Captures the detail in the client’s own words so you’re briefed before the first call. |
| Are your income and financial documents ready to submit for this loan application? | Document readiness tells you how much prep work is needed before the file can actually go to underwriting. |
| Are you looking to purchase the home for yourself, or as an investment property? | VA loans require owner-occupancy, so an investment-property answer flags a potential eligibility conflict that needs review before you invest call time. |
How Cliont scores va loan leads
Every answer is weighted automatically — no manual review required.
Value signals
- Yes, I have a COE
- I believe I'm eligible but don't have a COE yet
- Not sure
- Just researching options
- Under contract on a home
- Need pre-approval before searching
Urgency signals
- Actively looking for a home
See the lead your team receives
VA 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 va loan workflows
| Cliont capability | VA Loan application |
|---|---|
| Guided document upload | Collects the COE or DD-214 alongside income documents at intake, so eligibility proof and financial readiness arrive together instead of being chased separately. |
| Conditional scoring logic | Flags investment-property occupancy answers for manual review since they conflict with VA primary-residence requirements, rather than scoring them the same as owner-occupant leads. |
| CRM routing by stage | Sends 'under contract' and 'need pre-approval before searching' leads to your CRM tagged for immediate outreach, while 'just researching' leads are tagged for nurture sequences. |
| Free-text location capture | Records the state or region the borrower is buying in, so you can route out-of-territory leads before they consume a pre-approval call slot. |
Common va loan lead scenarios
Under contract, COE in hand
The borrower already has a COE, is under contract on a home, and has documents ready to submit — the intake routes this straight to a same-day pre-approval call.
Eligible veteran, no COE yet
The borrower believes they qualify but hasn't pulled their COE and needs pre-approval before house-hunting, so the intake flags the missing certificate for follow-up instead of stalling the file.
First-time buyer, unsure eligibility
Answers show 'Not sure' on eligibility and 'Just researching' on stage, with no documents ready — the intake still captures the lead but marks it for eligibility education rather than an immediate call.
Repeat VA use, investment intent
A borrower who's used a VA loan before selects investment property as the purchase intent, which scores low against occupancy rules and gets flagged since VA loans require a primary residence.
Out-of-state relocation buyer
The borrower is actively looking in a state or region outside your usual coverage area, so the intake surfaces that detail early instead of letting it come up mid-application.
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
VA Loan lead-intake FAQs
How does the intake handle borrowers who don't have a COE yet?
The eligibility question separates 'Yes, I have a COE' from 'I believe I'm eligible but don't have a COE yet' and 'Not sure,' so you can see immediately whether a file needs a COE request before it can move forward.
Can the intake catch VA loan leads who actually want an investment property?
Yes — the occupancy question distinguishes primary residence from investment property, which matters because VA loans require the borrower to occupy the home, so investment-intent answers are flagged for review.
Does the intake ask if the borrower has used VA benefits before?
It does, with a direct yes/no question, which is useful context for entitlement and any restoration steps before you get on a call.
What happens if a borrower's documents aren't ready yet?
The document-readiness question captures 'Some documents ready' or 'Not ready yet' separately from 'Yes, documents are ready,' so you know how much prep is needed before scheduling a pre-approval call.
How does the intake handle leads outside my licensed states?
The free-text state or region question surfaces where the borrower plans to buy, so you can route or decline files outside your coverage area early instead of discovering it later in the application.
Are 'just researching' VA leads still worth following up on?
According to the scoring, homebuying-stage answers from 'Just researching' through 'Under contract' all register as higher-value signals, so early-stage borrowers still land in your CRM rather than being filtered out.
Turn va loan visitors into qualified clients
Give every va loan visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.