Fix & Flip Lead Qualification: Pipedrive Web Form with 15-Field Deal Profiling

Problem:

Loan officers had no standardized way to submit fix-and-flip purchase leads, resulting in incomplete deal data, missing property financials, and manual back-and-forth before underwriting could begin.

Solution:

Built a custom Pipedrive Web Form titled 'PURCHASE Fix and Flip Lead' with 15+ structured fields capturing the full deal profile on first submission, including LendMe Agent assignment, lead channel (Call/Email/SMS), property type, occupancy status, purchase price, down payment percentage, renovation cost, loan amount, after-repair value (ARV), FICO score, property address, and broker contact details. Each field maps directly to Pipedrive Lead custom fields, ensuring every submission creates a fully populated lead record with zero manual data entry.

Result:

Every new fix-and-flip lead now enters Pipedrive with complete underwriting-ready data from the first touch, eliminating intake follow-ups and accelerating time-to-quote.