How to Create a Quiz That Attracts Leads for Financial Services (Loans & Mortgages)

Financial services — especially loans and mortgages — are high-value products, but also highly competitive. Customers often shop around, compare offers, and hesitate before applying. To win their trust and capture leads, you need a tool that feels helpful, personalized, and engaging.

That’s where Interactive Form come in. Unlike static application forms, a quiz guides prospects step by step, builds trust, and naturally leads them to share their contact details.

Why Quizzes Work for Financial Lead Generation

• Trust-building: Asking simple, guided questions feels more personal than a cold application form.
• Qualification: You can filter out unqualified leads (e.g., budget, credit score, loan type).
• Higher conversions: Users are more likely to give their phone/email after an engaging quiz than after a long, static form.
• Personalization: Leads feel they’re getting a tailored offer instead of a generic pitch.

Step 1. Start with Customer Profile

Open with basic questions to segment the lead.

Examples:

• What type of financial product are you interested in?
  • Personal loan
  • Mortgage
  • Car loan
  • Business loan
• What’s your employment status?
  • Employed full-time
  • Self-employed
  • Student
  • Retired

Step 2. Loan or Mortgage Purpose

Understanding why the user is applying makes follow-up more relevant.

Examples:

• What is your main goal for applying?
  • Buying a home
  • Refinancing an existing loan
  • Debt consolidation
  • Major purchase (car, renovation, etc.)
• How soon do you plan to take the loan?
  • Within 1 month
  • 1–3 months
  • 3–6 months
  • Just exploring options

Step 3. Financial Situation

Helps pre-qualify and segment leads.

Examples:

• What’s your approximate monthly income?
  • Under $2,000
  • $2,000–$5,000
  • $5,000+
• What’s your estimated credit score?
  • Excellent (750+)
  • Good (650–749)
  • Fair (550–649)
  • Poor (below 550)

Step 4. Budget and Loan Amount

Sets expectations and allows smarter targeting.

Examples:

• What loan amount are you considering?
  • Under $50,000
  • $50,000–$200,000
  • $200,000–$500,000
  • $500,000+
• What monthly payment range are you comfortable with?
  • Up to $500
  • $500–$1,000
  • $1,000–$2,000
  • $2,000+

Step 5. Contact Capture

Now that the user has invested time, they’re more willing to leave details.

Best practices:

• Show value: “Get your personalized loan/mortgage options.”
• Ask only for essentials: name, email, phone.
• Use a clear CTA: “Show Me My Loan Options”.

Step 6. Thank You & Next Step

Confirm the submission and guide the user toward the next action.

Examples:

• “Thanks! Your personalized loan options will be sent to your email.”
• “Our advisor will call you soon to discuss the best mortgage offers.”

📈 Conclusion

A high-converting financial services lead quiz should include:

1. Customer profile (who are you?)
2. Loan/mortgage purpose (what do you need it for?)
3. Financial situation (income, credit score)
4. Budget & loan amount (expectations)
5. Contact screen (capture the lead)
6. Thank you screen (clear next step)

This flow not only captures more phone numbers and emails but also pre-qualifies leads — saving time for your sales team and improving ROI from ads.

👉 The fastest way to launch such a quiz is with Interactiveform.com. It lets you create branded, interactive forms and quizzes in minutes — fully styled to your brand and optimized to boost conversions for loans, mortgages, and financial services.