Creating a Lead Capture Form

You can create your own Lead capture form in Brokeredge. You can locate and create these forms with the steps below.

1. Go to the 'My Settings' page and selecting the Lead Capture Forms Tab.

2. Select 'New'

3. Create up to 3 questions of your choice. You can also select what 'lead source' contacts will be saved as with that specific form.

4. Select ' Generate New Contact Form' which will create a custom url for the form to be linked.

5. Now the link is ready to be copy to be used wherever you like.

Below is a sample of what the form would look like when opened from the link.

Once a Lead Capture form has been submitted it will then show up for users as a notification and say 'Review New Contact Request' where you then can open it

You can see who filled the form out and the details added and either- accept, reject, or view all pending from prior if you had not gotten a chance to approve any.

All that are 'approved' will be added as a contact to your database and if you put a lead source for the form, that will also be documented on the contact.

Watch Lead Capture Form Video:

External Lead & Mortgage Intake Form - Watch Video