Mortgage Offer Quiz Template — Engage Finance Leads with Ease

Introduction

This high-performing mortgage quiz helps finance marketers pre-qualify users and increase conversions from paid traffic. By asking key questions about loan preferences, it creates instant engagement and filters out low-intent leads.

How it works

The quiz asks about:

• Desired loan amount
• Monthly income range
• Preferred repayment period

After answering, users reach a simple contact form where they can request personalized offers.
Prompt example:

Create an interactive quiz for a mortgage broker helping users find the best mortgage offer based on loan amount, income level, and duration.

How to use it in campaigns

Ideal for performance marketers running Meta Ads or Google Search campaigns. The quiz collects warm leads ready for follow-up.

Why it converts

Users trust forms that feel like guidance, not sales. This approach increases form completion rates and shortens the qualification process for financial services.

Make your own version of this quiz in under a minute on Interactiveform.com