Capture useful borrower context without implying an application.
A mortgage website lead form should collect enough context for follow-up while clearly stating that submission is not a loan application, approval, rate lock, or commitment to lend.
- Name, email, phone, and loan purpose
- Timeline and borrower message fields
- Consent language for follow-up
- Non-application and no-approval disclaimer
Route every inquiry into a visible workflow.
Lead capture is only useful if the inquiry is easy to see and act on. The platform routes website inquiries into a lightweight dashboard.
- Lead email notification support
- Dashboard lead detail pages
- Status, notes, and activity history
- Do-not-contact handling