Mortgage Pre-Qualification Quiz
Estimate borrowing capacity in 60 seconds and capture qualified buyer leads.
What this form collects
Mortgage Pre-Qualification Quiz
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Pre-qualification is the moment a borrower goes from 'looking around' to 'this is real'. A quiz makes that moment less daunting than a full application — five questions about income, deposit, and goal — and gives the borrower a borrowing-capacity estimate that turns vague property browsing into a real number. This template handles all of that conversationally and books the broker call only with leads who clear a threshold.
Why prequal quizzes outperform full applications
Most home-buyers Google 'how much can I borrow' before they ever talk to a broker. They want a quick estimate to set their property search budget. A long application form is overkill at that stage; they bounce. A 5-question quiz that returns an estimate captures the lead at the moment of curiosity.
From there, the qualified leads progress to a broker conversation with the prequal already done. The lead arrives at the call with an estimate they trust, ready to talk specifics. Leads who don't clear the threshold get nurture content rather than a broker's hour.
What the prequal quiz does
Borrowing capacity estimate inline
Income, deposit, dependents, and existing debts feed a calculation that returns a realistic borrowing capacity range — based on standard serviceability assumptions, not a marketing inflated number.
Property goal framing
First home, upgrader, investment, refinance — each goal branches the conversation and changes the prequal calculation accordingly.
Broker call only for qualified leads
Leads with sufficient borrowing capacity for a typical property are offered a broker call. Leads outside the band get tailored education and nurture.
Best for
Mortgage brokers running lead-gen funnels, lender direct teams, refinance specialists, first-home-buyer educators, and finance comparison sites.
Common questions brokers ask
How accurate is the estimate?
Within typical lender variance (±10%) for standard PAYG borrowers. Self-employed and complex income sources are flagged for human review before showing an estimate.
Can it integrate with our CRM and aggregator platform?
Yes — qualified leads sync with Salestrekker, Mercury, AFG, Connective, and most aggregator and broker CRM systems.
How do I avoid creating a risky expectation for the borrower?
The estimate is presented as an indicative range with appropriate disclaimers. The chat is clear that final approval depends on lender assessment, document verification, and credit check.
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