Mortgage Leads

Mortgage lead field template

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

What the template covers

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

• Contact and identity fields (name, home, work, and cell phone, email, mailing address)
• Credit fields (applicant credit rating)
• Loan fields (loan amount, loan goal, loan-to-value ratio, interest rate)
• Property fields (property type, property value)

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 mortgage campaigns. See supported lead verticals for the full list of pre-built templates, including the separate Mortgage Refinance template.