Lead Generation for Mortgage Brokers

As a home loan or mortgage broker, one of the best ways to capture leads on your website is to offer your potential leads a consultation.

Below is the recommended LeadForm template you can replace your current web forms with to increase the conversion rate of visitors on your website who request a consultation.

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Home Loans and Mortgages LeadForm

Our home loans and mortgages LeadForm template (below) encourages potential leads to request a consultation, while capturing information that enables you to pre-qualify them and tailor the consultation.

LeadForm Notes

To ensure every lead you receive is qualified for a consultation, we’ve suggested asking questions that establish a lead’s BANT (budget, authority, need, and timeframe). To achieve this, we have structured the LeadForm like this:


Conversation Starter

LeadForms convert best when they start with a simple visual question that engages visitors. In this example, we are also understanding their needs.

Identify timeframe

Is this urgent, or are they kicking the tires? Identifying their timeframe helps you understand when they are likely to close.

Identify budget

Here we ask for the value of the home they're buying, which tells us how valuable this lead is likely to be.

Ask for contact details

Asking contact details early on creates friction, which is why we ask it on the final step. We also identify authority by asking for their job title.

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