TCPA-compliant mortgage lead capture forms. Progressive intake, mobile-first design, instant AI response. Embed on any page, sync to CRM automatically.
TCPA-compliant lead capture forms that convert — with instant AI follow-up.
Progressive intake, mobile-first design, one-tap consent, and CRM sync. Every submission triggers a real AI response in under 60 seconds.
LoanOfficer.ai Lead Capture Forms are mortgage-specific forms designed to convert website visitors into named leads. Progressive intake reveals fields as the borrower engages, mobile-first design keeps completion rates high, and every submission triggers an instant AI response.
Critically, every form includes proper TCPA consent language with timestamped opt-in — audit-ready for regulators. No more manually assembling compliance-safe forms in HubSpot or Wufoo.
Most mortgage lead forms are too long, too generic, and not compliant. Borrowers bounce. Even when they submit, follow-up takes hours. LoanOfficer.ai forms are engineered for both conversion and compliance — high completion rate, real consent capture, and instant AI response.
Pre-approval, quote request, contact, refi qualification — or build your own.
One line of HTML — works on WordPress, Wix, Webflow, custom sites.
Progressive fields reveal as they engage — higher completion than long static forms.
Consent language, timestamp, IP, and user agent stored for audit.
Real reply — not an autoresponder — via SMS or email.
Reveal fields as the borrower engages — dramatically higher completion rates.
Consent language, timestamp, IP, user agent — audit-ready trail.
Big tap targets, minimal typing, camera-based ID capture optional.
Different fields for purchase vs refi, FHA vs conventional, first-time vs move-up.
Break long forms into digestible steps with clear progress.
Borrowers can leave and come back — form state saved.
Under 60 seconds via SMS or email — no autoresponders.
Your logo, colors, headshot, and NMLS.
Every submission creates a full CRM record with source, page, and consent metadata.
Form views, starts, completions, abandonment by field.
Replace your website contact form with a proper conversion-optimized pre-approval form.
Consistent, compliant forms across every officer's site.
Co-branded pre-approval forms on realtor buyer pages route back to the paired LO.
Paid-traffic landing pages use progressive multi-step forms to lift lead quality.
Standardized brand-safe forms across hundreds of officer sites with centralized compliance.
Progressive intake meaningfully lifts completion rates on mobile.
Consent, timestamp, IP, and user agent captured on every submission.
Every submission gets a real reply — not an autoresponder.
Named, sourced, tagged, and pipelined automatically.
Yes. Every submission includes consent language, timestamp, IP address, and user agent — the full audit trail regulators expect.
Yes. Every form is fully editable, including conditional logic for purchase vs refi, program type, and borrower status.
Yes. Borrowers can leave mid-form and resume from the same device.
Yes. One line of HTML on WordPress, Wix, Webflow, Squarespace, HubSpot, or a custom site.
The lead lands in your CRM instantly, and the AI Assistant sends a real personalized response within 60 seconds.
Yes — the forms are mobile-first with big tap targets, minimal typing, and optional camera-based ID upload.
Yes. Run two versions and see completion and lead quality side by side.
Yes — logo, colors, headshot, and NMLS.
Yes. Break long forms into digestible steps with clear progress indicators.
HubSpot is generic and doesn't include TCPA consent language, mortgage-specific fields, or instant AI response. Ours is purpose-built for mortgage lead capture.
Yes — the $1 for 14-Day Trial gives you full access to the Lead Capture Forms plus every other tool in LoanOfficer.ai. No credit-card surprises, no locked features.
No. Onboarding is white-glove — our team configures the tool, connects it to your CRM and calendar, and hands you a working setup. Most loan officers are live in under a week.
Yes. Every embeddable LoanOfficer.ai tool ships as a lightweight snippet that drops into WordPress, Wix, Squarespace, HubSpot, Webflow, or a custom site with one line of HTML.
All borrower data is encrypted in transit (TLS 1.3) and at rest. Access is role-based and audit-logged. LoanOfficer.ai is built for regulated mortgage teams — not a generic marketing tool.