Contact information
The form should make it easy for the broker to follow up directly.
- Full name
- Phone number
- Email address
- Preferred city or location
- Short message field for context
Mortgage details to collect
- Mortgage goal: purchase, refinance, renewal, or pre-approval
- City or location connected to the inquiry
- Estimated property price or mortgage amount
- Timeline: 0-3 months, 3-6 months, 6+ months, or just researching
- What the client is trying to do next
Optional financial context
Optional ranges can help a broker prepare for a better first conversation, but they should not be presented as an approval decision.
- Estimated household income range
- Estimated credit score range
- Prefer not to say option
- Not sure option
- Clear note that these fields do not determine approval
Consent language
A simple consent checkbox helps clarify why the broker is contacting the client.
- Use plain language.
- Example: I agree to be contacted by this mortgage broker about my inquiry.
- Make consent required before submission.
- Store consent status with the lead record.
- Avoid pre-checked consent boxes.
No credit check disclaimer
If the form does not run a credit check, say so clearly.
- This form does not run a credit check.
- This form does not approve or decline mortgage applications.
- The broker will review the information and follow up directly.
- Do not ask for SIN numbers, bank statements, pay stubs, tax files, credit reports, or mortgage documents in a basic intake form.
Soft next step
Broker Relay gives mortgage brokers a shareable intake link, private lead dashboard, follow-up score, AI summary, and broker-reviewed message drafts.
- Start at the homepage to see the overall workflow.
- Read the mortgage lead follow-up page for response workflow ideas.
- View pricing when you are ready to use Broker Relay with real inquiries.
FAQ
What should a mortgage broker intake form include?
A mortgage broker intake form should usually collect contact information, mortgage goal, location, amount estimate, timeline, message, and consent to be contacted.
Should an intake form ask for income and credit score?
It can ask for optional ranges if helpful, but it should provide a prefer-not-to-say option and avoid presenting the answer as an approval decision.
Does a basic intake form run a credit check?
No. A basic Broker Relay-style intake form does not run a credit check and does not approve or decline applications.