About this template
This mortgage analysis form template is designed for loan officers, mortgage brokers, and financial advisors who want to streamline the client intake process. Whether you are helping clients evaluate refinancing options, review their current amortization schedules, or explore new home loans, this form captures all the essential financial metrics in one structured submission.
By gathering accurate figures on current mortgage balances, interest rates, second mortgages, and specific borrowing goals, financial professionals can quickly prepare customized analyses and actionable recommendations. The form eliminates endless back-and-forth emails by asking the right questions upfront, ensuring your team has all necessary details before scheduling a consultation call.
Built for speed and clarity, clients can complete the assessment from any device. With Doc2Form, you can deploy this questionnaire in seconds, automatically route responses to your CRM or spreadsheet, and begin generating loan comparisons faster.
Key features
- Collect detailed primary and secondary mortgage balances securely.
- Capture current interest rates and loan types for accurate projections.
- Streamline client intake for refinancing and loan consultations.
- Fully customizable to match your financial practice branding.
- Mobile-friendly design for clients to complete on any device.
Use cases
Evaluating client refinancing eligibility and potential interest savi…
Evaluating client refinancing eligibility and potential interest savings.
Gathering initial data for mortgage pre-approval consultations.
Assessing secondary liens and home equity loan options.
Collecting financial profiles for annual mortgage health check-ups.
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Home Address (Paragraph)Enter the address of the property associated with the mortgage.
- Home Phone (Short answer)Enter your primary phone number.
- Email Address (Short answer)Where should we send your mortgage analysis report?
- Current Mortgage Balance (Short answer)Enter your approximate remaining principal balance.
- Current Mortgage Interest Rate (%) (Short answer)Enter your current interest rate (e.g., 5.875%).
- Second Mortgage Balance (Short answer)If applicable, enter your second mortgage or HELOC balance. Enter $0 if none.
- Second Mortgage Rate (%) (Short answer)Enter the interest rate for your second mortgage, if applicable.
- Loan Type (Dropdown)Select your current loan structure.
- What are you most interested in? (Multiple choice)Select your primary financial objective.
- Supporting Documents (Paragraph)Please paste a link to your recent mortgage statement (Google Drive, Dropbox, etc.) or describe your documents.
- Additional Comments (Paragraph)Share any specific questions or financial goals you would like us to address.
FAQ
What information does this mortgage analysis form collect?
It collects borrower contact details, current mortgage balances, interest rates, loan types, second mortgage details, and specific client financial goals.
How can I customize this template?
You can easily add, remove, or edit questions using Google Forms to match your specific lending criteria or advisory services.
Is this form mobile-friendly for clients?
Yes, Google Forms automatically adapts to mobile phones, tablets, and desktop computers for a seamless client experience.
Can I export the mortgage data into a spreadsheet?
Yes, all responses automatically sync to a connected Google Sheet, making it simple to calculate figures or run reports.
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.