Mortgage lead capture MVP

Find the right home financing path for your next move.

Capture purchase, refinance, HELOC, and reverse mortgage interest with a guided intake that scores each lead and prepares it for licensed follow-up.

Start the intake Review safeguards

4 loan intents

90 sec average intake

1:1 partner consent ready

CRM payload included

Lead intake

Home financing fit check

What are you looking into?

Purchase mortgage Refinance HELOC Reverse mortgage

Timeline

Tell us about the property.

State ZIP code

Estimated property value Mortgage balance

Help us qualify the request.

Credit range Homeowner age

Primary goal

Where should a licensed professional follow up?

First name Last name

Email Phone

Routing

Partner criteria

Purchase

Route by state, timeline, purchase goal, and credit range. Prioritize 0 to 90 day buyers.

Refinance and HELOC

Route by estimated equity, mortgage balance, cash-out intent, and urgency.

Reverse mortgage

Route only when the homeowner age is 62 or older and the state is supported by a qualified partner.

Safeguards

Advertising and consent controls

No rate promises

Do not advertise payments, rates, savings, government affiliation, or approval likelihood unless disclosures and substantiation are ready.

Consent evidence

Store consent language, timestamp, page URL, IP address, partner name, source campaign, and submitted answers.

Licensed handoff

Do not offer or negotiate loan terms in this funnel. Route qualified consumers to licensed mortgage professionals.

Reverse mortgage care

Use age gates, avoid benefit-style framing, and keep educational language clear and balanced.