| Purchase Interest | Home-buying research, rate comparison, lender evaluation | Maps, local broker search, neighborhood-specific queries | Consultation request, callback, or application start | First contact within staffed hours; routing to loan officer | Structured next-step based on borrower context captured |
|---|
| Refinance Interest | Rate review, cash-out research, term comparison | Local refinance visibility, review presence, service-area clarity | Quote or consultation request with scenario context | Timely callback with refinance-specific qualification cues | Follow-up tied to inquiry intent and captured borrower details |
|---|
| General Mortgage Research | Educational browsing, process questions, timing research | Organic content, FAQ pages, broker credibility signals | Lower-commitment contact or nurture pathway | Helpful first response without over-pressuring early-stage interest | Nurture or re-engagement where borrower signals allow |
|---|
| Local Broker Search | Near-me broker queries, referral validation, trust comparison | GBP prominence, reviews, local page relevance | Direct call, form, or scheduled conversation | Fast routing to available loan officer or intake team | Attribution back to local discovery source where tracked |
|---|