Debt Consolidation

Debt consolidation lead field template

Lead Capsule ships a pre-built field template for debt consolidation leads, so a new campaign starts with the standard intake fields already defined instead of a blank form.

What the template covers

The debt consolidation template creates the field set typically used for a debt consolidation intake, grouped into:

• Contact and identity fields (name, home, work, and cell phone, email, mailing address, date of birth, Social Security number)
• Credit and eligibility fields (credit check agreement, applicant credit rating, cosigner availability, bankruptcy history)
• Loan fields (loan amount, loan term)
• Residence and employment fields (years and months at residence, housing payment, homeownership, employer, occupation, years and months at work, gross monthly income)
• Consent and tracking fields (terms-of-service agreement, source, sub ID, IP address, user agent)

Built to customize

Every field the template creates is optional to keep - add your own fields, remove ones you don't need, or layer in custom field definitions for anything specific to your debt consolidation campaigns. See supported lead verticals for the full list of pre-built templates.