Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Web Forms for Mortgage & Lending. Speed to lead for mortgage brokers, on every form

AI Web Forms gives speed to lead for mortgage brokers and lenders on every form of your site: pre-approval request, callback and contact forms are answered the moment they pass your checks, in the borrower's language. A contact is made, the next step you chose runs, a consultation slot or a callback, and spam never shows.

TRY AI WEB FORMS FREENo credit card · Ready in 2 minutes

Ready to buy? See plans & pricing ›

7 days free · per company, never per seat · nothing to install

Zanus AI · AI Web Forms · Intake questions

Intake questions

Ask the standard fields and up to five questions of your own; screening rules tell the loan officer about an urgent request at once.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Answer every pre-approval request form at once and offer a consultation slot.”

Lisa“Every pre-approval request form will get an instant reply with consultation slots from your booking page. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Mortgage & Lending use it

A couple fills in your pre-approval request form on Sunday night; within seconds they get a reply and a link to pick a consultation time.

Nothing is delivered until the borrower clicks the link in the mail, so a mistyped address never receives the consultation link.

A screening question marks a purchase closing within two weeks URGENT, and the loan officer on duty is told at once.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Any form on your site, contact, quote, demo request, application, answered in seconds, not the next morning
The lead qualified and scored from what they wrote; the first reply sent immediately in their language
E-mail verified (syntax, domain, deliverability) before anything is promised to it
Contact record created; the owner alerted; the next step proposed
Forms translated into your customers' languages; embedded on any site
Feeds every automation you add: booking, quoting, follow-up, the AI Demo

Available on its own or inside a solution · See pricing › · Per company, never per seat.

Everything AI Web Forms does, for every business ›

Works withAI Booking AI Quoting AI Follow-up AI Demo AI Tickets AI File Cabinet

From form to consultation

Mortgage lead response, from the form to the consultation

The borrower fills it in

On your page, in their language. When the form asks for a phone number, it also asks for consent to receive texts.

Checked first

A verified e-mail, a red-flag check and, when you want it, your approval: the checks you tick run in order before anything is sent.

A contact is made

With the page the borrower came from, the answers on their story and the follow-up plan your marketing map decides for that form.

The next step you chose

A consultation slot from your booking page, a call back, a guide to download or a desk told: the pre-approval form auto-reply leaves the moment the checks pass.

Set-up

Speed to lead for mortgage brokers in 2 minutes

Start from a template

Call me back, contact form or a download: pick one, rename the title the borrower sees and add your own intake questions.

Tick the checks

Choose the verified e-mail check for borrower forms, the company e-mail check for partner forms, and what a passing lead receives.

Paste one line

Copy the line and paste it where the form should appear, or hand it to whoever edits your site; no login is needed.

A week of form leads

Run your forms free for 7 days and read each lead they answered, held or booked into a consultation.

Questions & answers

AI Web Forms for Mortgage & Lending: questions & answers

How fast should a mortgage lead get a response?

At once, before the borrower fills in another lender's form. AI Web Forms sends the instant reply to mortgage leads on the spot, in the borrower's language, signed by your desk and saying only what happens next, such as a consultation slot to pick.

Does the form pull credit or pre-approve anyone?

No. It collects the fields and the questions you chose, such as purchase or refinance, the timeline and the property type, so the loan officer calls prepared. It makes no credit pull, no eligibility answer and no approval.

Should a mortgage form refuse free e-mail addresses?

Not on a borrower form, since borrowers usually write from a personal mailbox. Tick the verified e-mail check instead, so nothing is delivered before the borrower clicks the link, and keep the company e-mail check for your referral-partner forms.

Can a form ask our own intake questions?

Yes. Your mortgage lead capture forms can ask up to five of your own: text, a choice, yes or no, a date, a file to upload or a booking with live availability. Screening rules read the answers and can mark a request URGENT or decline it politely.

Can the borrower ask for a call back instead?

Yes. When the borrower ticks yes to a call back and your plan includes AI Auto-Call, Lisa calls from your own line in your business hours about what they wrote, and the answer lands on their story.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Mortgage & Lending ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.