About this template
Streamline your mortgage intake process with this comprehensive home loan application template, built specifically for real estate professionals, mortgage brokers, and financial advisors. This digital form simplifies the initial screening phase by securely gathering essential applicant details, including personal contact information, current housing status, target purchase details, and pre-qualification history.
By replacing cumbersome paper paperwork or static PDFs with a clean, mobile-friendly online form, you reduce friction for prospective buyers and accelerate your review workflow. Every submission populates neatly into a connected spreadsheet, allowing your team to quickly assess qualifications, follow up with qualified leads, and keep your pipeline organized from day one.
Key features
- Collect complete borrower contact and address details instantly.
- Screen for homeownership status and current mortgage standing.
- Capture loan purchase types and pre-qualification details.
- Gather realtor representation information for seamless collaboration.
- Easily shareable via direct link, email, or embedded on your website.
Use cases
Mortgage brokers screening new first-time homebuyers.
Real estate agents pre-qualifying leads before property viewings.
Financial institutions collecting initial digital intake data for pre…
Financial institutions collecting initial digital intake data for pre-approvals.
What this form collects
- Full Legal Name (Short answer)Enter your first, middle, and last name as it appears on official government ID.
- Email Address (Short answer)Provide the best email address for loan status updates and documentation requests.
- Phone Number (Short answer)Enter your primary mobile or contact phone number.
- Current Residential Address (Paragraph)Include street address, unit number, city, state, and ZIP code.
- Homeownership Status (Multiple choice)Select your current living situation.
- Do you need to sell your current home before purchasing a new one? (Multiple choice)This helps us understand your timeline and contingency requirements.
- Intended Purchase Type (Dropdown)Select the category that best describes your intended property purchase.
- Loan Pre-Qualification Status (Multiple choice)Have you already spoken with a lender or received pre-approval?
- Are you currently working with a real estate agent? (Multiple choice)Let us know if you have representation.
- Realtor Name and Company (Short answer)If you answered yes above, please provide your agent's name and brokerage.
- Comments or Additional Questions (Paragraph)Share any specific details about your loan goals, target neighborhoods, or questions for our team.
FAQ
What is a home loan application form used for?
It is used by lenders, mortgage brokers, and real estate agents to collect initial financial and personal information from potential borrowers to determine loan eligibility.
Can I customize the questions in this Google Form template?
Yes! Once you generate your Google Form, you have full ownership to add, remove, or edit any questions to match your exact lending criteria.
How do I share this form with prospective borrowers?
You can share the form via a direct link, email it to clients, or embed it directly onto your agency or brokerage website.
Where do the applicant responses go?
All submissions are automatically saved to a connected Google Sheets spreadsheet, making it easy to review applications and collaborate with your team.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.