Intake form preview
From intake form to CRM, insights, and campaign follow-up.
This preview shows how a mortgage inquiry can move from a client-facing form into Broker Relay with lead scoring, campaign fit, and recommended follow-up.
1
Capture mortgage details
Name, phone, city, mortgage goal, amount, timeline, income range, credit range, and notes stay organized.
2
Score and segment the lead
Broker Relay can help identify hot, warm, and cold leads and match contacts to the right nurture campaign.
3
Turn inquiry into action
Use the intake details to prepare SMS/email follow-ups, campaign drafts, reminders, and next-best actions.
Mortgage inquiry detailsPreview only
91%Hot purchase lead
0–3 moShort timeline
CampaignFirst-time buyer nurture
Preview only. This sample form does not submit real client data, does not run a credit check, and does not affect credit score.