Financial Services Mortgage Lending Quiz Template — Pre-Qualify Applicants and Boost Conversions

Introduction

This interactive quiz form template is designed for B2C homebuyers and refinancers in the financial services industry who want to pre-qualify for mortgage lending. It transforms the pre-qualification process into an engaging experience that helps potential borrowers understand their mortgage options.

You can embed this quiz on your website or use it in advertising campaigns on Facebook Ads, Google Ads, or landing pages to significantly boost conversion rates and capture more qualified leads.

Below you'll find a complete breakdown of how to build this quiz, the exact questions it contains, and a working example you can use right away.

How It Works

This interactive quiz guides potential borrowers through a series of questions to determine their mortgage needs and eligibility. Questions cover:

• Type of mortgage interest
• Current credit score
• Estimated home price
• Mortgage application timeline

At the end of the quiz, users are pre-qualified and directed to a lead capture form where they can request a consultation or quote.

Quiz Questions

Question 1: What type of mortgage are you interested in?

• First-time buyer
• Refinancing
• Investment property
• Second home

Question 2: What is your current credit score?

• Excellent (720+)
• Good (690-719)
• Fair (630-689)
• Poor (below 630)

Question 3: What is your estimated home price?

• Under $100k
• $100k-$200k
• $200k-$300k
• Over $300k

Question 4: When do you plan to apply for a mortgage?

• Immediately
• Within 3 months
• Within 6 months
• More than 6 months

Prompt Example

Create an interactive quiz for financial services to pre-qualify mortgage applicants based on their mortgage interest, credit score, estimated home price, and application timeline.

How to Use It in Campaigns

Embed this interactive quiz on your website's homepage or mortgage services page. Use it as a lead magnet in your Facebook Ads or Google Ads campaigns targeting homebuyers and refinancers. You can also integrate it into your landing pages or blog posts about mortgage lending.

Why It Converts

This interactive quiz reduces friction by providing a personalized, engaging experience. It qualifies leads upfront, ensuring you only spend time on potential borrowers who meet your criteria. By building trust and personalization, it can improve lead quality by up to 50%. Remember, a pre-qualified lead is one step closer to conversion.

Start Using This Quiz Template Today

Don't wait to start pre-qualifying your mortgage applicants more effectively. Create your own version of this quiz in minutes with Interactive Form and start converting more leads today.