About this template
The Mortgage Client Intake Form is an essential solution for mortgage brokers, banks, credit unions, and real estate professionals looking to streamline the collection of critical borrower and property information. Designed to replace cumbersome paper questionnaires and disjointed email threads, this form captures everything required for an initial loan assessment in one organized place.
Built for clarity and efficiency, the form gathers vital details including borrower financials, credit profiles, employment history, property specifications, and specific loan requirements. By centralizing this data upfront, loan officers and brokers can make faster, more informed decisions, drastically reducing turnaround times and improving the overall borrower experience. Doc2Form makes it easy to customize and deploy this template in seconds, letting your team focus on structuring deals rather than chasing paperwork.
Key features
- Collect comprehensive borrower and financial profiles in a single submission
- Streamline loan pre-qualification and preliminary underwriting workflows
- Easily capture property details, loan amounts, and target purchase timelines
- Reduce manual data entry errors with structured, standardized inputs
- Access responses instantly from any device for rapid client follow-up
Use cases
Prospective homebuyers submitting initial loan application details
Mortgage brokers gathering client financial documents and property pr…
Mortgage brokers gathering client financial documents and property preferences
Commercial lenders evaluating real estate acquisition and bridge loan…
Commercial lenders evaluating real estate acquisition and bridge loan requests
Credit unions onboarding new members for residential refinancing
What this form collects
- Full Legal Name (Short answer)Enter your first, middle, and last name.
- Email Address (Short answer)We will use this email to send you updates regarding your loan inquiry.
- Phone Number (Short answer)Enter your primary contact number.
- Loan Type (Dropdown)Select the type of mortgage or loan you are inquiring about.
- Estimated Loan Amount (Short answer)Enter the approximate loan amount you are requesting.
- Estimated Purchase Price (Short answer)If purchasing a property, enter the estimated purchase price.
- Property Address (Paragraph)Enter the full address of the target property, if known.
- Property Occupancy Status (Multiple choice)How will the property be occupied?
- Approximate Yearly Household Income (Short answer)Enter your gross annual income before taxes.
- Estimated FICO Score (Dropdown)Select the range that best represents your credit score.
- Estimated Net Worth (Short answer)Provide a rough estimate of your total net worth.
- Exit Strategy (Paragraph)If this is an investment or bridge loan, describe your intended exit strategy (e.g., refinance, sell property).
- Referral Source (Dropdown)How did you hear about us?
- Additional Details or Questions (Paragraph)Share any additional information relevant to your loan request.
FAQ
How can I customize this mortgage intake form?
You can easily add, remove, or modify questions using the Google Forms editor to match your specific underwriting criteria or lending products.
Can clients complete this form on their mobile phones?
Yes, all templates built with Doc2Form are fully responsive and optimized for seamless completion on smartphones, tablets, and desktop computers.
How do I receive notifications when a client submits the form?
Google Forms offers built-in email notifications under the Responses tab so you are alerted instantly whenever a new prospective borrower applies.
Can I export the collected client data to Excel or a CRM?
Yes, responses automatically sync to a Google Sheet where you can organize, analyze, and export your lead data with ease.
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.