Qualify investment property refinance leads by entity and lien
Borrowers answer questions about current ownership, property status, number of liens, and whether title sits in a personal name or an LLC before you ever open the file, so you're not chasing paperwork mismatches after the pre-approval call.
The exact intake your investment property refinance leads complete
This is the real 6-question guided intake for Investment Property Refinance — the same flow your customers finish before you ever pick up the phone.
What a qualified investment property refinance lead should tell you
Refinancing of an existing loan on a non-owner-occupied rental or investment property, where qualification depends on current ownership, property status, lien position, title-holding entity, and refinance goal.
- Own Investment Property Want
- Current Status Property
- Main Goal Refinancing This
- Many Mortgages Or Liens
- Property Held Under Personal
- Soon Complete This Refinance
The questions your team needs answered
Every investment property refinance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently own the investment property you want to refinance? | Confirming current ownership carries the heaviest weight in the catalog because a refinance file can't move forward if the borrower doesn't already hold the property. |
| What is the current status of the property? | Property status (rented, vacant, under renovation, short-term rental) tells you what income documentation and occupancy verification the file will need. |
| What is your main goal for refinancing this property? | The refinance goal answer separates high-value motivations like rate reduction and cash-out from undecided borrowers who need more discovery. |
| How many mortgages or liens are currently on this property? | Lien count reveals how complex the payoff and title work will be before you commit underwriting time. |
| Is the property currently held under a personal name or a business entity? | Whether title sits with a person or an LLC determines what entity documentation and guarantor paperwork the loan will require. |
| How soon are you looking to complete this refinance? | Stated timeline shows how soon the borrower expects to close, helping you prioritize outreach order. |
How Cliont scores investment property refinance leads
Every answer is weighted automatically — no manual review required.
Value signals
- Own Investment Property Want: yes
- Lower interest rate
- Cash-out for other investments
- Change loan term
- Consolidate debt
- As soon as possible
Disqualifiers
- Not sure yet
See the lead your team receives
Investment Property Refinance 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 investment property refinance workflows
| Cliont capability | Investment Property Refinance application |
|---|---|
| Conditional question logic | Surfaces the title-holding entity question (personal name vs. LLC) so files needing entity documentation are flagged before the pre-approval call. |
| Lead scoring | Weights ownership confirmation and refinance goal (rate reduction, cash-out, term change, consolidation) so higher-value files rise above 'not sure yet' inquiries. |
| CRM routing | Sends completed investment property files, including lien count and property status, directly into your CRM instead of an inbox thread. |
| Structured answer capture | Records property status (rented, vacant, under renovation, short-term rental) as a fixed field so it's searchable across your pipeline, not buried in free text. |
Common investment property refinance lead scenarios
Rented property, rate-driven refinance
Owner confirms current ownership and a rented property status, selecting lower interest rate as the goal — a straightforward high-value profile the intake scores accordingly.
Cash-out for another purchase
Borrower owns the property free and clear and wants cash-out for other investments, a scenario that pairs a clean lien position with a strong-value refinance goal.
Property held in an LLC
Title sits under a business entity rather than a personal name, which changes documentation needs before the file can move to underwriting.
Vacant property mid-renovation
Property status shows under renovation with no tenant in place, a detail that affects how the loan file should be prepped ahead of any pre-approval call.
Multiple liens, undecided goal
Owner reports two or more liens on the property and selects not sure yet for the refinance goal, signaling the file needs more discovery before it's routed.
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 mortgage refinance intake templates
Investment Property Refinance lead-intake FAQs
Does the intake confirm the borrower actually owns the property before we spend time on the file?
Yes — the first question in the catalog asks whether the borrower currently owns the investment property they want to refinance, which carries the highest weight in scoring so you're not evaluating a property they don't yet control.
How does the intake handle properties held in an LLC versus a personal name?
The catalog asks directly whether the property is held under a personal name, a business entity, or if the borrower isn't sure, so you can see title complexity before the pre-approval call instead of discovering it mid-underwriting.
Can the intake tell me if a rental is currently occupied?
The property status question captures whether it's currently rented, vacant, under renovation, or a short-term rental, giving you a read on occupancy and income potential upfront.
Does the form distinguish between rate-and-term goals and cash-out goals?
Yes — the refinance goal question separates lower interest rate, cash-out for other investments, changing loan term, and debt consolidation, and each carries its own weight so you can see which motivation is driving the request.
How does the intake flag files with multiple existing liens?
Borrowers select whether the property has one mortgage, two or more, or none, so a stacked-lien file is visible before it lands in your CRM rather than after you've started pulling documents.
Is this intake different from the one used for a rate-and-term refinance?
It shares some structure with the Rate-and-Term Refinance and Cash-Out Refinance intakes but adds the ownership, property status, and title-entity questions specific to non-owner-occupied properties.
Turn investment property refinance visitors into qualified clients
Give every investment property refinance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.