Mortgage Lead Triage Scorecard
Score a mortgage lead by timeline, documentation readiness, down payment clarity, debt pressure, renewal urgency, and referral fit.
Who it helps: Mortgage brokers, renewal teams, Realtor partners, and intake coordinators
Decision: Which mortgage lead should be contacted first and what is the next best action?
Estimate details
Default scenario loaded. Adjust the assumptions below to match the property, client, or decision.
Tap a scenario to preload realistic assumptions, then tune the numbers for the specific property or client.
Mortgage Lead Triage Scorecard helps mortgage brokers, renewal teams, realtor partners, and intake coordinators decide: Which mortgage lead should be contacted first and what is the next best action? It provides a transparent educational estimate with assumptions, warnings, source citations where applicable, and next steps for professional review.
How this tool should be used
Use the output as a decision aid, not a final answer. Some tools produce calculations, while others create checklists, timelines, comparison tables, or review prompts that help you move the file forward.
Frequently asked questions
What is the Mortgage Lead Triage Scorecard?
Mortgage Lead Triage Scorecard is a Canadian real estate planning tool for mortgage brokers, renewal teams, realtor partners, and intake coordinators. It helps answer: Which mortgage lead should be contacted first and what is the next best action?
Are the results guaranteed?
No. Results are educational estimates only and are not legal, tax, mortgage, appraisal, accounting, investment, or financial advice. Confirm all numbers with qualified professionals.
Does this tool use Canadian assumptions?
Yes. The platform is designed for Canada-first calculations, province-aware source metadata, Canadian terminology, and rule freshness tracking.
Can I export or save the result?
The free workflow includes email and PDF-style report calls to action. Saved report storage and account dashboards can be layered on later without changing the public calculators.