Know more about every debt consolidation loan lead before the first
Every enquiry captures debt type, total balance, and income status upfront, with income documentation attached, so you know the payment history and loan amount before the pre-approval call.
The exact intake your debt consolidation loan leads complete
This is the real 7-question guided intake for Debt Consolidation Loan — the same flow your customers finish before you ever pick up the phone.
What a qualified debt consolidation loan lead should tell you
A personal loan that pays off multiple existing debts, such as credit cards, medical bills, or other personal loans, and replaces them with a single fixed monthly payment, qualified by debt type, total balance, and the borrower's income and payment history.
- Debt Consolidate
- How Much Total Debt
- Employed Or Receiving Regular
- Sole Borrower Or Applying
- Current On Payments Debts
- Own Home Or Rent
- Soon Get Consolidation Loan
The questions your team needs answered
Every debt consolidation loan intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of debt are you looking to consolidate? | Credit cards, other personal loans, and medical bills score highest because they're the core cases consolidation loans solve, while student loans score lowest since they often have separate federal programs. |
| Approximately how much total debt do you want to consolidate? | The $15,000-$35,000 range scores highest because it's large enough to justify a loan without the added underwriting scrutiny that balances over $35,000 typically require. |
| Are you currently employed or receiving a regular income? | Verifiable employment or income is the strongest predictor of repayment ability, so a no answer drops the score from 9 to 2. |
| Are you the sole borrower or applying jointly with someone else? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you current on payments for the debts you want to consolidate? | A borrower already behind on the debts they want to consolidate carries meaningfully more default risk, cutting the weight from 8 to 3. |
| Do you own your home or rent your current residence? | Segments the lead so you can route, price, and prioritize it correctly. |
| How soon are you looking to get a consolidation loan? | 'Immediately' is the only timeline flagged as urgent, prioritizing that file for same-day outreach ahead of borrowers who are still exploring options. |
How Cliont scores debt consolidation loan leads
Every answer is weighted automatically — no manual review required.
Value signals
- Credit cards
- Other personal loans
- Medical bills
- Auto loans
- Student loans
- Other debt
Urgency signals
- Immediately
See the lead your team receives
Debt Consolidation 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 debt consolidation loan workflows
| Cliont capability | Debt Consolidation Loan application |
|---|---|
| Weighted scoring engine | Automatically ranks combinations like 'credit cards' plus a $15,000-$35,000 balance above lower-weighted debt types such as student loans. |
| Conditional flagging | Surfaces files where the borrower is behind on current payments so your team reviews repayment risk before the pre-approval call. |
| Document capture | Collects income verification and debt statements upfront so files aren't worked before proof of ability to repay exists. |
| CRM routing | Sends sole versus joint applications and homeowner versus renter files to your CRM with that context attached, so the right loan officer picks up each type. |
Common debt consolidation loan lead scenarios
Maxed-out cards, ready now
Borrower selects credit cards as the debt type, a $15,000-$35,000 balance, and an immediate timeline, the highest-weighted combination in the catalog, so the file surfaces as a same-day priority.
Mostly student loans, just browsing
Debt type skews toward student loans, the lowest-weighted option, and the timeline is 'just exploring options', so the intake still captures the file but without the urgency flag.
Behind on payments, still employed
Borrower confirms steady income but answers no to being current on payments, pulling the payment-status weight down even though employment is strong, a mix worth a closer underwriting look before booking.
Joint applicant, renting, medical debt
A joint application with a renter consolidating medical bills routes differently than a sole homeowner applicant, since ownership status shapes which loan structures are even on the table.
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 personal lending intake templates
Debt Consolidation Loan lead-intake FAQs
Does the intake separate credit card debt from other debt types?
Yes. The debt-type question lets borrowers select multiple categories, and credit cards, other personal loans, and medical bills carry the highest weights since they're the most common consolidation drivers.
How does the total balance affect lead scoring?
Balances in the $15,000-$35,000 range score highest, since that band is large enough to justify a consolidation loan without triggering the underwriting complexity of the over-$35,000 tier.
What happens when a borrower says they're behind on payments?
The current-on-payments question drops the score sharply when the answer is no, flagging the file as higher risk even if the borrower otherwise looks strong on income.
Is employment status required to submit an enquiry?
The intake asks whether the borrower has employment or regular income, and a yes answer weighs far more heavily than a no, since repayment ability hinges on verifiable income.
Can the intake handle joint applications?
Yes, borrowers indicate whether they're applying solely or jointly, which doesn't carry a scoring weight but helps route the file to the right loan officer for co-borrower documentation.
Does homeownership change how a lead is scored?
Homeownership isn't a weighted scoring field, but it's captured so your team can see whether secured consolidation options are relevant alongside unsecured ones like the Unsecured Personal Loan intake.
Turn debt consolidation loan visitors into qualified clients
Give every debt consolidation loan visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.