Start With The Financing Goal
Purchase, refinance and renewal inquiries require different initial questions. Asking for the goal first makes it easier to keep the remaining flow relevant.
A preliminary inquiry should establish context, not attempt to replace a regulated mortgage application or professional advice.
Useful Preliminary Questions
Consider property type, approximate property value or purchase range, expected timeline and whether the customer is exploring options or preparing to proceed.
Use broad ranges where possible and explain that detailed financial assessment belongs in a later, appropriate process.
Handle Sensitive Information Carefully
Do not request banking credentials, government identification or sensitive supporting documents through a general public inquiry form.
The purpose of this stage is to help the broker understand what kind of conversation is needed next.
Prepare A More Relevant Consultation
Organized answers can help a broker identify the right starting point and avoid repeating introductory questions.
See the existing mortgage demonstration for an example of a structured intake flow.
Explore Related Resources
Continue with the topics and examples most relevant to your business.
Build Your Inquiry Flow Around Your Business.
Choose the questions that help your team understand each request before the conversation begins.
Choose Your Plan