Mortgage lead capture templates
A mortgage lead is a file, not a name: loan type, balance, credit band, timeline. These funnels collect the file step by step, enrich it from the property address, and hold the contact ask until the borrower is invested enough to finish.
The goal is stated on every page in this library, verbatim: Same ad spend. Capture 2X the qualified leads. For mortgage traffic the mechanism is enrichment plus contact-last ordering, the structure behind the 34% platform-wide average lift.
▶ Live previewMortgage Refinance Form
Address enrichment, refi goal, balance and credit-band steps that trade a savings estimate for qualification data.
View template →
▶ Live previewVA Home Loan Form
Branch of service, benefit usage, and timeline steps that confirm VA eligibility before the contact ask.
View template →Mortgage Pre-Qualification Form
Purchase-focused pre-qualification with loan-type branching and document-readiness signals.
⚡ Generate this template →What converts in mortgage lead capture
Lead with the payoff, not the paperwork. Refi shoppers want a savings number and buyers want a pre-qual answer. Frame the first step as the start of that answer and the qualification questions become the path to it rather than an obstacle.
Let the address do the work. Address autocomplete with property enrichment fills in value and property data your loan officers would otherwise chase by phone, and it makes the end-of-funnel math real. Data enrichment →
Route on credit, type, and timeline. Sub-620 files, HELOC intent, and someday-buyers each have a right destination. Branching on those answers is what keeps premium buyers premium. Distribution & routing →
Pick the funnel for the offer. The refinance template fits rate-drop campaigns, the pre-qualification flow fits purchase traffic, and the VA template fits veteran audiences where eligibility questions double as engagement.
Frequently asked questions
Do these fit brokers and lead sellers both?
Yes. A broker routes everything to their own LOs; a seller splits by credit band and loan type across buyers. Same funnels, different routing rules.
What makes a mortgage lead qualified here?
A qualified lead is one with a verified email, a verified phone, enriched data, and a Contact Score above your threshold, checked before the visitor leaves the page. Mortgage funnels stack loan type, balance, and credit band onto that base.
How do the templates handle mortgage compliance?
Consent sits above the submit action, disclosure blocks are template-level, and TrustedForm and Jornaya certificates attach for buyers that require them. Each template page lists its specifics.
Start capturing qualified mortgage leads
Pick the funnel that fits your offer, or generate a custom one.