Get More Refinance Leads from Your Facebook Ads

Running mortgage refinance campaigns on Facebook or other paid channels? This Mortgage Refinance Quote Request Form is designed to convert ad traffic into qualified leads by asking the right questions in the right order.

Built specifically for mortgage brokers, lenders, and refinance specialists, this template captures everything you need to qualify a lead and provide an accurate initial quote: current loan details, property information, estimated credit score, and contact preferences.

Why This Template Works for Mortgage Marketing

When someone clicks your ad, they're already interested—but a clunky form can kill that momentum. This template keeps the experience smooth and professional:

• Logical question flow that mirrors how you'd naturally ask about someone's refinance needs
• Conditional logic to show or hide questions based on property type and loan details
• Credit score estimation using a slider for a friction-free experience
• Built-in calculations to help you pre-qualify leads instantly
• Mobile-optimized design since most Facebook ad traffic comes from phones

Automate Your Lead Follow-Up with Stepper

Once a lead submits their details, speed matters. Use Stepper to automatically route high-value leads to your loan officers, send personalized follow-up emails based on credit score ranges, update your CRM, and trigger SMS reminders—all without manual data entry.

You can also integrate directly with your preferred tools like HubSpot, Salesforce, or Google Sheets to keep your pipeline organized and your team moving fast.

Customize for Your Brand and Offers

While this template works great out of the box, you can easily customize it to match your specific offers:

• Add your logo and brand colors to build trust
• Include promotional messaging about current rates or limited-time offers
• Adjust questions to focus on cash-out refinance, rate-and-term, or FHA streamline products
• Set up different success pages based on loan-to-value ratios or credit tiers

Whether you're an independent broker, a regional lender, or a mortgage marketing agency managing multiple clients, this form gives you a professional, high-converting starting point that captures qualified leads and feeds them straight into your sales process.

Start converting more of your ad spend into closed loans with a form that's built for performance.