Refinance appraisal intake that captures lender order status up front
Every enquiry captures whether the lender has already ordered the appraisal, the property type, and current inspection access, plus loan documentation, so you know which refinance requests are ready to schedule.
The exact intake your refinance appraisal leads complete
This is the real 7-question guided intake for Refinance Appraisal — the same flow your customers finish before you ever pick up the phone.
What a qualified refinance appraisal lead should tell you
A licensed appraisal ordered when a homeowner or lender needs a current market-value opinion on a property to support a mortgage refinance, distinct from purchase or estate valuations.
- Lender Already Requested Or
- Property Be Appraised
- Owner Property Or Authorized
- Soon Appraisal Completed
- There Current, Working Access
- This Property Been Appraised
- City Or Area Property
The questions your team needs answered
Every refinance appraisal intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Has your lender already requested or ordered this refinance appraisal? | A confirmed lender order means the assignment is real and scheduled work, not a speculative inquiry, which is why it carries a higher weight than an unrequested appraisal. |
| What type of property needs to be appraised? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you the owner of the property or an authorized representative on the loan? | Only the borrower or an authorized representative on the loan can legally order or approve a refinance appraisal, so this answer heavily separates valid leads from ones without standing. |
| How soon do you need the appraisal completed? | Tighter timelines usually mean the loan is already moving toward closing, so faster-needed appraisals are weighted to surface first. |
| Is there current, working access to the property for an in-person inspection? | Without confirmed working access to the property, the inspection can't be scheduled, so this answer flags leads that need coordination before a booking is possible. |
| Has this property been appraised or sold within the last 12 months? | A property appraised or sold in the last 12 months can affect comparable selection and lender acceptance, so it's useful to know before accepting the assignment. |
| What city or area is the property located in? | Captures the detail in the client’s own words so you’re briefed before the first call. |
How Cliont scores refinance appraisal leads
Every answer is weighted automatically — no manual review required.
Value signals
- Lender Already Requested Or: yes
- Owner Property Or Authorized: yes
- Within a week
- Within 2-4 weeks
- More than a month
- Not sure
See the lead your team receives
Refinance Appraisal Lead
From first click to qualified lead
Follow buyers, sellers, and renters 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 inquiry
Smart questions adapt to their inquiry and capture the full scope.
They add photos
Property photos and details come attached, so you prep before the showing.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for refinance appraisal workflows
| Cliont capability | Refinance Appraisal application |
|---|---|
| Conditional lead deprioritization | Submissions where the person is not the owner or an authorized loan representative are automatically scored lower, since lenders require an authorized party to order the appraisal. |
| Weighted urgency scoring | Lender-order status and requested timeline are combined so a confirmed order needed within a week rises above a speculative inquiry with no order yet. |
| Document collection at intake | Loan documentation and any prior appraisal report are gathered up front, so recently appraised or sold properties are flagged before you schedule. |
| Location field routing | The city/area free-text answer lets you route refinance leads to the appraiser covering that market instead of manually checking addresses. |
Common refinance appraisal lead scenarios
Lender already ordered, rush timeline
The lender has requested the appraisal and the borrower needs it within a week. This combination surfaces as your highest-priority intake because the order is confirmed and the clock is running.
Borrower inquiring before lender order
A homeowner wants pricing before their lender formally requests the appraisal. The intake still captures ownership and timeline, but the missing order status means it should sit lower in your queue until confirmed.
Authorized rep, not the owner
A loan officer or spouse not on title submits the request on the borrower's behalf. The ownership/authorization question flags this so you can verify signing authority before scheduling the inspection.
Recently appraised or sold property
The property was appraised or sold within the last 12 months, which can affect scope, comparables, or lender acceptance. This answer flags the file for a closer look before you commit calendar time.
Access not yet confirmed
The property is tenant-occupied or vacant and current inspection access isn't set up. The intake captures this so you coordinate access before booking the inspection instead of after.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book inquiries
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 real estate appraisal intake templates
Refinance Appraisal lead-intake FAQs
How does the intake distinguish a lender-confirmed order from a borrower just shopping around?
The intake asks directly whether the lender has already requested or ordered the appraisal, and a confirmed order is weighted higher than a request without one, since lender-ordered work is closer to a scheduled job.
What happens if the person filling out the form isn't the property owner?
The ownership/authorization question is weighted heavily toward owners or authorized loan representatives, so submissions from people with no standing on the loan score much lower and are easy to filter out before you follow up.
Can the intake tell me if the property has been appraised recently?
Yes, the intake asks whether the property was appraised or sold within the last 12 months, which is useful context for scope and lender acceptance before you accept the assignment.
How is urgency reflected in the lead score?
Timeline answers, from within a week down to more than a month, carry different weights, so a rush refinance request scores differently than one with a flexible closing date.
What if the property doesn't have working access set up yet?
The intake asks about current, working access for an in-person inspection, and a 'no' answer is weighted lower so you know to arrange access before booking rather than after.
Does this same intake work for purchase, estate, or divorce appraisals?
Refinance appraisal has its own qualification catalog built around lender order status and loan authorization; Purchase Appraisal, Estate Appraisal, Divorce Appraisal, Tax Appeal Appraisal, and Commercial Appraisal each run their own dedicated intake.
Turn refinance appraisal visitors into qualified deals
Give every refinance appraisal visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you spend a Saturday showing.