About this template
The New Loan Submission Form template is designed to streamline the complex process of gathering borrower details, financial backgrounds, and property specifics for new loan applications. Whether you are a mortgage advisor, loan officer, credit union manager, or part of an underwriting team, this structured form eliminates endless back-and-forth emails and messy paperwork.
By capturing critical data upfront—including loan amounts, property types, co-borrower statuses, and supporting document links—financial institutions can accelerate review times and improve accuracy. Doc2Form makes it easy to convert, customize, and deploy this template directly into your Google Workspace. The clean layout ensures borrowers can submit accurate financial details from any device, reducing friction and speeding up time-to-decision for every loan package.
Key features
- Collect complete borrower and co-borrower financial details in one organized submission.
- Capture loan specifics, property details, and mortgage terms effortlessly.
- Include links for supporting financial documents and bank statements.
- Fully customizable to match your lending institution's specific criteria.
- Mobile-friendly design for applicants on the go.
Use cases
Mortgage brokers submitting new residential home purchase loans to le…
Mortgage brokers submitting new residential home purchase loans to lenders.
Credit unions collecting online refinancing applications from members.
Commercial lenders intake of borrower financials and property data.
Real-estate financing teams coordinating loan terms with buyers and a…
Real-estate financing teams coordinating loan terms with buyers and agents.
What this form collects
- Submission Date (Date)Enter today's date.
- Mortgage Advisor / Loan Officer Name (Short answer)Enter the name of the advisor handling this file.
- Loan Officer Email (Short answer)Provide the contact email for the assigned loan officer.
- Loan Purpose (Dropdown)Select the primary purpose of this loan.
- Loan Amount Requested ($) (Short answer)Enter the total loan amount you are applying for.
- Loan Term (Years) (Multiple choice)Select your preferred loan term.
- Borrower Full Name (Short answer)Enter your first, middle, and last name.
- Borrower Email Address (Short answer)Enter a primary email address for application updates.
- Borrower Phone Number (Short answer)Enter your best contact phone number.
- Estimated Borrower Credit Score (Dropdown)Provide your estimated credit score range.
- Co-Borrower Status (Multiple choice)Will there be a co-borrower on this application?
- Co-Borrower Name & Contact (Paragraph)If applicable, provide the co-borrower's full name, email, and phone number.
- Property Address (Paragraph)Enter the full address of the property being financed.
- Property Type (Dropdown)Select the type of property.
- Property Occupancy (Multiple choice)How will the property be used?
- Estimated Home Value / Purchase Price ($) (Short answer)Enter the agreed purchase price or estimated market value.
- Supporting Documents Link (Paragraph)Please paste a shareable link to your folder (Google Drive, Dropbox, etc.) containing tax returns, pay stubs, and bank statements.
- Transaction Notes (Paragraph)Provide any additional details or special circumstances regarding this loan submission.
FAQ
How do I use this loan submission template with Google Forms?
You can instantly convert and import this template into your Google Workspace using Doc2Form, allowing you to start collecting loan applications right away.
Can I customize the questions to match our specific lending guidelines?
Yes. Once the form is in your Google account, you can freely add, remove, or edit any fields, loan types, or required document prompts.
How do applicants submit supporting documents like tax returns or pay stubs?
The form includes dedicated fields where borrowers can paste secure links to cloud storage (Google Drive, Dropbox) containing their necessary financial documents.
Is this form mobile-responsive for borrowers?
Yes. Google Forms automatically adapts to mobile phones, tablets, and desktops, ensuring borrowers can complete their applications from any device.
Can I receive email notifications for new loan submissions?
Yes. You can configure Google Forms to send you an instant email alert every time a new loan application is submitted.
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.