Conversion
How do I qualify mortgage leads at form submission?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
How do I qualify mortgage leads at form submission?
Five-field qualifier: property value, deposit %, employment, credit, timeline. Reject: deposit under 5%, recent bankruptcy, timeline over 12 months unless buy-to-let.
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Fields
- Property value (pound bands)
- Deposit available (%)
- Employment type (employed/self-employed/contractor)
- Any adverse credit in last 3 years?
- Timeline (0-3m, 3-6m, 6-12m)
Thresholds
- Deposit under 5%: reject (or route to save-for-deposit nurture)
- Recent bankruptcy: route to specialist adverse broker
- Timeline over 12m: add to long-nurture sequence
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