Typical Remortgage Lead Sample

Required Form - Part 1
ID	123XXXX	Preset
Date	Date entered into our database	Preset
Title	Clients Title	Required
First Name	Clients First Name	Required
Second Name	Clients Surname Name	Required
Telephone	Valid Contact Number	Required
Mobile	Valid Contact Number	Optional
Alt Phone	Valid Contact Number	Optional
Email	Valid Email Address	Optional
Address inc Postcode	Valid Residential Address	Required
Contact Time	ie. 9am-10am, 10am-11am, 11am-12pm (up to 9pm)	Required
Date of Birth	Date of Birth	Required
Own Home	Yes	Required
Loan Amount	Approximate Amount Required	Required
Loan Purpose	Must be Remortgage	Required
Property Value	Estimated Property Value	Required
Mortgage Outstanding	Amount Outstanding on Mortgage (inc. Secured Loans)	Required
Monthly Income	Estimated Monthly Income	Required
Monthly Mortgage Amount	Current Monthly Mortgage Payment	Required
Current Lender	Lenders Name	Required
Mortgage Length	How many years left	Required
Mortgage Payment Type	Interest Only or Interest & Repayment.	Required
Credit Rating	Poor, Ok, Good, Excellent	Required
Employment	Employment Status	Required
Marital Status	Status	Optional
Optional Form - Part 2
Personal Information
Occupation	Valid Job Title	Required
Children	0, 1, 2, 3, 4, 5, 6, 7	Optional
Brief History/Important Information	Up to 255 characters.	Optional
Property Information
Purchase Price	Approximate Purchase Price	Required
Date of Purchase	Approximate Date of Purchase	Required
Property Type	Eg: Detached/Bungalow etc	Required
Number of Bedrooms	1-10	Required
Years at Address	Since 19XX (4 digit year)	Required
Missed Mortgage Payments	How many in last 12 months.	Required
Missed Mortgage Payments 3 months	How many in last 3 months.	Required
CCJs	Total in number and in value (£'s)	Required

Your landing page must state clearly, at the top of the page, that the client is beginning a remortgage application.

Typical Remortgage Lead Sample

Required Form - Part 1

Optional Form - Part 2