"What is your first name?"
(Spelling is important)
"What is your last name?"
(Spelling is important)
"What is the best email address for you?"
"What is the best phone number for you?" Input number in 000-000-0000 format
"Is there another phone number you want to provide?"
"What state is the subject property located in?"
"Do you happen to know the zip code for the subject property?"
(If not) "Do you know a zip code in the county the property is located?"
"OK, just a little bit more information....."
"Are you looking to Purchase or Refinance?"
(If Refinance) "Are you taking Cash Out?"
"Do you know if the property type is a Single Family Residence (SFR) or condo?"
(If they don't know, default to SFR)
"Is the home going to be your Primary Residence, a Second Home, or an Investment Property?"
"How much are you looking to borrow?"
(Ballpark is fine...)
"What is the value of the property?"
"Great, that is everything we need. Is there anything else our Mortgage Banker might need to know?"
"Thank you. That is everything I need for the time being. A team member will be in touch."