Turn major purchase loan enquiries into pre-approval-ready leads
Every submission captures what the borrower is financing, how much they want to borrow, and whether income documentation is ready, so your team can see funding readiness before the pre-approval call instead of during it.
The exact intake your major purchase loan leads complete
This is the real 6-question guided intake for Major Purchase Loan — the same flow your customers finish before you ever pick up the phone.
What a qualified major purchase loan lead should tell you
Financing for a single significant purchase—vehicle, equipment, renovation, or large personal item—where the intake needs to establish what's being bought, how much is needed, and whether the borrower's income and documentation support a fast underwriting decision.
- Purchase With This Loan
- Soon Loan Funds
- Have Steady Source Income
- Approximate Amount Borrow
- Have Existing Debts Or
- Have Documentation Ready Verify
The questions your team needs answered
Every major purchase loan intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What are you planning to purchase with this loan? | The purchase type determines which underwriting checklist and documentation path applies before any call is booked. |
| How soon do you need the loan funds? | This is the strongest weighted signal in the catalog, distinguishing borrowers who need funds now from those still browsing. |
| Do you currently have a steady source of income? | A steady income answer is a core underwriting factor and carries one of the higher weight gaps between yes and no. |
| What is the approximate amount you are looking to borrow? | The requested amount tells your team the deal size and whether it fits your typical major purchase loan range. |
| Do you have existing debts or loan payments you are currently repaying? | Existing debt load gives context for affordability review even though it isn't weighted as a disqualifier. |
| Do you have documentation ready to verify your income or identity? | Documentation readiness predicts how quickly the file can move from pre-approval call to funded loan. |
How Cliont scores major purchase loan leads
Every answer is weighted automatically — no manual review required.
Value signals
- Within a month
- Within 3 months
- Have Steady Source Income: yes
- Have Documentation Ready Verify: yes
Urgency signals
- Immediately
See the lead your team receives
Major Purchase 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 major purchase loan workflows
| Cliont capability | Major Purchase Loan application |
|---|---|
| Conditional question branching | Routes borrowers differently based on whether they selected vehicle, equipment, home improvement, or large personal item as their purchase type, so downstream fields stay relevant to the funding use. |
| Weighted lead scoring | Combines the funding timeline answer with steady income and documentation-readiness responses to surface borrowers who need money soon and can back it up, ahead of open-ended inquiries. |
| Document collection at intake | Prompts for income proof and ID upfront when the borrower indicates documentation is ready, cutting the back-and-forth before the pre-approval call. |
| CRM routing by qualification band | Sends borrowers who confirm steady income, immediate need, and ready documentation directly into the CRM as priority files rather than mixing them with exploratory inquiries. |
Common major purchase loan lead scenarios
Vehicle purchase, funds needed now
Borrower selects a vehicle purchase, needs funds immediately, confirms steady income, and has documentation ready — this combination scores near the top and should reach the CRM ahead of slower files.
Renovation loan, still exploring
Borrower flags home improvement as the purchase but says they're just exploring options, which pulls the timeline signal down even if the requested amount is large.
Large equipment request, docs not ready
Borrower needs over $50,000 for equipment but hasn't gathered income or ID documentation yet — the intake flags this as needing a follow-up step before it's call-ready.
Personal item purchase with existing debt
Borrower wants a smaller amount for a large personal item and discloses existing loan payments, which your team can weigh against income and amount requested before committing time to a call.
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
Major Purchase Loan lead-intake FAQs
Does the intake ask what the loan is actually for?
Yes — the purchase type question separates vehicle, equipment, home improvement, and large personal item requests, so your team knows which underwriting checklist applies before the call.
How does the intake handle borrowers who are still exploring options versus ready to buy?
The funding timeline question captures whether a borrower needs money immediately, within a month, within three months, or is just browsing, which is the strongest signal in the current scoring model for prioritization.
Does existing debt disqualify a major purchase loan lead?
No — the intake records existing debts or loan payments as context for your team's own affordability review rather than as an automatic disqualifier, since that determination depends on your underwriting policy.
How is this different from the Unsecured Personal Loan or Debt Consolidation Loan intake?
This intake is anchored to a specific purchase (vehicle, equipment, renovation, or large item) and its requested amount, whereas Debt Consolidation Loan and Unsecured Personal Loan intakes focus on repaying existing obligations rather than financing a new purchase.
What documentation does the borrower need to upload before the pre-approval call?
Borrowers are asked whether income or identity documentation is ready, and can attach proof of income and ID alongside a quote or invoice for the item being purchased, so your team isn't chasing paperwork after the call is booked.
Will a borrower requesting a small amount still get routed to the CRM?
Yes — loan amount is recorded for context and deal sizing, but it isn't the only factor; a smaller request with steady income, ready documentation, and near-term funding need can still score as a priority lead.
Turn major purchase loan visitors into qualified clients
Give every major purchase loan visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.