Know which reverse mortgage purchase leads are worth a pre-approval
The intake confirms borrower age eligibility, primary-residence intent, and how the buyer plans to cover the gap between sale price and loan proceeds — plus HUD counseling status and proof-of-funds documentation — before your team spends time on a file that can't close.
The exact intake your reverse mortgage purchase leads complete
This is the real 6-question guided intake for Reverse Mortgage Purchase — the same flow your customers finish before you ever pick up the phone.
What a qualified reverse mortgage purchase lead should tell you
Financing where a borrower aged 62 or older uses reverse mortgage loan proceeds, combined with their own funds, to purchase a new primary residence in a single transaction — qualification hinges on borrower age, home search stage, occupancy intent, and how the funding gap will be covered.
- Youngest Borrower On Home
- Stage At In Finding
- Plan Use This Home
- Plan Cover Difference Between
- Completed Required Hud-Approved Reverse
- Only Person Whose Name
The questions your team needs answered
Every reverse mortgage purchase intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the youngest borrower on the home purchase at least 62 years old? | The 62+ age threshold is a hard program requirement, so a 'no' here immediately signals the file cannot proceed as structured. |
| What stage are you at in finding the home you want to purchase? | Home search stage tells your team whether the borrower needs immediate pre-approval support or longer-term nurturing before a call makes sense. |
| Do you plan to use this home as your primary residence? | Occupancy intent confirms program eligibility, since reverse mortgage purchase financing requires the home to be the borrower's primary residence. |
| How do you plan to cover the difference between the sale price and the reverse mortgage funds? | The funding source for the gap shows how close the borrower is to being transaction-ready versus needing financial planning before moving forward. |
| Have you completed the required HUD-approved reverse mortgage counseling session? | HUD counseling is a required step before closing, so knowing whether it's done, scheduled, or unfamiliar shapes what your team explains on the first call. |
| Are you the only person whose name will be on the property title? | Knowing whether other names will be on the title flags whether a co-borrower's age and occupancy status still need to be confirmed. |
How Cliont scores reverse mortgage purchase leads
Every answer is weighted automatically — no manual review required.
Value signals
- Youngest Borrower On Home: yes
- Plan Use This Home: yes
- Cash or savings
- Proceeds from selling current home
- Gift funds from family
- Not yet determined
Urgency signals
- Just exploring options, no active search yet
- Actively searching for a home
See the lead your team receives
Reverse Mortgage Purchase 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 reverse mortgage purchase workflows
| Cliont capability | Reverse Mortgage Purchase application |
|---|---|
| Conditional question branching | Follow-up messaging changes based on home search stage — a borrower who is 'just exploring' gets nurture-track questions while one with a home 'under contract' is pushed toward scheduling. |
| Weighted lead scoring | Age eligibility, primary residence intent, and gap-funding source combine into a single score so agents can tell a cash-ready 62+ buyer apart from an early-stage inquiry. |
| Document collection | The intake requests the HUD counseling certificate and proof of funds tied directly to the counseling-status and funding-source questions, so files arrive with the paperwork lenders will ask for. |
| CRM routing | Leads that clear the age and occupancy thresholds are sent to your CRM tagged with home search stage, so your pipeline reflects who's ready for a pre-approval call versus who needs nurturing. |
Common reverse mortgage purchase lead scenarios
Just starting the home search
Borrower selects 'just exploring options, no active search yet' and hasn't scheduled HUD counseling — the intake flags this as early-stage nurture rather than a lead ready for a pre-approval call.
Actively searching with cash ready
Borrower is actively searching, meets the age-62 threshold, and has cash or savings to cover the funding gap — the intake scores this high and routes it straight to your CRM for immediate outreach.
Under contract, funding undetermined
Home is already under contract but the borrower marks funding source as 'not yet determined' — the intake still flags urgency from the contract stage while noting the funding answer needs follow-up before a call is booked.
Co-borrower on title
Borrower answers 'no' to being the only name on the title, prompting your team to confirm the co-borrower's age and occupancy plans before the file moves further, since eligibility depends on the youngest borrower.
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 reverse mortgage intake templates
Reverse Mortgage Purchase lead-intake FAQs
How does the intake confirm age eligibility for a reverse mortgage purchase?
The intake asks directly whether the youngest borrower on the purchase is at least 62, which carries the heaviest weight in the score since it's a hard program requirement.
Does the intake track HUD counseling completion?
Yes — the intake captures whether the required HUD-approved counseling session is completed, scheduled, or not yet started, so your team knows exactly where the borrower stands in the required process.
How does the intake handle leads who haven't found a home yet?
It captures the home search stage from 'just exploring' through 'under contract,' so leads still exploring get routed to nurture follow-up while contract-stage leads get flagged for faster pre-approval outreach.
What happens if a borrower doesn't know how they'll cover the funding gap?
Borrowers can select 'not yet determined' for how they'll cover the difference between the sale price and reverse mortgage funds — the intake still captures the lead but weights it lower than cash or sale-proceeds answers so your team knows to clarify financing first.
Does the intake flag when there's more than one person going on the title?
Yes — it asks whether the borrower is the only name going on the property title, which prompts a follow-up on co-borrower age and occupancy plans since both affect eligibility.
How is this different from the Reverse Mortgage Refinance intake?
Reverse Mortgage Purchase intake tracks home search stage, purchase funding gap, and occupancy intent for a new home, while Reverse Mortgage Refinance intake focuses on the borrower's existing property and current loan terms — they're separate qualification paths in Cliont.
Turn reverse mortgage purchase visitors into qualified clients
Give every reverse mortgage purchase visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.