New Lead Intake

Use this form to add new leads into your MortgageStack account. A new Opportunity will always be created for the contact in the New Lead Engager Pipeline.

Please note: This form will update contacts that already exist in your MortgageStack account, if MortgageStack is able to match the email address or phone #. Please avoid submitting the New Lead Intake Form for contacts already in your database to avoid any potential conflicts.

This field is used in all of our drip campaigns. This is what you call this person, e.g. Bill instead of William. If you leave this blank, we will use their First Name.
Pro Tip: Choose to apply the drip based on your relationship with the contact. If it's a brand new lead for you, you may want to apply the drip. If it's a past client or someone you already know, you may not want to apply the drip.
  • Purchase
  • Refinance
  • No elements found. Consider changing the search query.
  • List is empty.
This information helps to provide our New Lead Engager AI with basic context.
  • Residential
  • Commercial
  • No elements found. Consider changing the search query.
  • List is empty.
This information helps to provide our New Lead Engager AI with basic context.
  • Primary Residence
  • Second Home
  • Investment
  • No elements found. Consider changing the search query.
  • List is empty.
This information helps to provide our New Lead Engager AI with basic context.
Example 1: "I received this lead organically from a Facebook post I made." Example 2: "This lead wants to purchase an investment property using a DSCR loan." Example 3: "This lead is actually a longtime friend of mine that I've had for years."

Referral Partner Info

This section is Optional, but tracking referral partner activity is vital for understanding in your business, so fill this out if you can.

If you are applying the New Lead Engager AI Drip Campaign to this lead, the New Lead Engager AI will use this information to personalize the emails they receive.
If you are applying the New Lead Engager AI Drip Campaign to this lead, the New Lead Engager AI will use this information to personalize the emails they receive.