About this template
A mortgage calculation form is an essential tool for financial institutions, mortgage brokers, and real estate advisors who need to gather critical financial data from prospective homebuyers. This template streamlines the initial intake process by capturing key loan variables such as desired loan amounts, annual interest rates, and preferred repayment durations.
By collecting these details in one organized place, lenders can quickly review applicant profiles, assess borrowing capacity, and initiate the pre-approval conversation with accurate data. Whether you are running an independent advisory firm or managing a growing mortgage brokerage, this template saves time on manual data entry and helps you deliver a polished, professional experience to your clients right from their first interaction.
Key features
- Capture complete loan request details in a single submission
- Collect accurate financial variables including interest rates and durations
- Streamline pre-qualification workflows for mortgage applicants
- Easily customize questions to match your lending criteria
- Review and organize submissions instantly in Google Sheets
Use cases
- First-time homebuyer pre-qualification intake
- Mortgage refinancing inquiries and estimates
- Real estate client financial profiling by advisors
- Investment property loan feasibility assessments
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Email Address (Short answer)We will use this address to send your calculated estimates and follow up.
- Phone Number (Short answer)Include your area code (e.g., 555-123-4567).
- Loan Type (Dropdown)Select the type of mortgage loan you are applying for.
- Desired Loan Amount ($) (Short answer)Enter the total principal amount you wish to borrow.
- Estimated Home Value ($) (Short answer)Enter the purchase price or estimated appraised value of the property.
- Down Payment Amount ($) (Short answer)Enter the upfront down payment you plan to contribute.
- Annual Interest Rate (%) (Short answer)Enter the expected annual interest rate (e.g., 6.5).
- Loan Duration (Years) (Multiple choice)Select the repayment term for the mortgage.
- Estimated Property Tax (Annual $) (Short answer)Enter the estimated yearly property tax for the home.
- Estimated Homeowners Insurance (Annual $) (Short answer)Enter the estimated annual insurance premium.
- Additional Notes or Questions (Paragraph)Share any specific details about your financial situation or questions for our loan officers.
FAQ
How do I use this mortgage calculation template?
Simply click to copy this template directly into your Google Drive using Doc2Form. You can then customize the questions, adjust interest rate guidelines, and share the form link with your clients.
Is this form template free to use?
Yes, this template is completely free to copy, edit, and deploy for your business needs using Google Forms.
Can I add custom fields to this mortgage form?
Absolutely. Since the template lives in your Google Forms account, you can add, remove, or reorder any questions to fit your specific underwriting requirements.
Where are the mortgage form responses saved?
All client submissions are automatically saved in a Google Sheet linked directly to your form, making it easy to review figures and calculate repayment estimates.
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.