Client Intake Forms
Mortgage Broker Intake Forms: What to Ask and What to Avoid
A good mortgage intake form should collect enough information for follow-up without asking for sensitive documents too early.
6 min read · Broker Relay resource
What to collect
- Full name
- Phone number
- Email address
- City or location
- Mortgage goal
- Estimated property price or mortgage amount
- Timeline
- Income range
- Credit score range
- Client message
- Consent status
What to avoid in a public intake form
A public lead form should not ask for highly sensitive documents such as SIN numbers, bank statements, pay stubs, tax documents, government ID, or full mortgage documents.
Those items should be handled later through a secure broker process if needed.
Why intake quality matters
Better intake data helps the broker follow up faster. The broker can see the client’s goal, timeline, city, amount estimate, and contact details before calling or emailing.
It also helps avoid the first message being too vague.
How Broker Relay helps
Broker Relay gives brokers a clean intake link and turns submissions into organized dashboard records with AI summary, priority score, and draft follow-up messages.
The intake form also makes clear that submitting does not affect credit score.
Broker Relay
Use Broker Relay to collect clean mortgage inquiries without overcomplicating intake.
Broker Relay helps mortgage brokers capture inquiries, prioritize hot leads, and prepare broker-reviewed SMS/email drafts before prospects go cold.
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