Equity release eligibility checker form template
This five-step equity release form asks the youngest homeowner’s age, the property value, the remaining mortgage and the purpose of the money, then the contact details. You can clone this template into your Growform account and edit the bands.
What the form asks, step by step
The answers arrive as bands and single choices, so nobody has to find a valuation or a mortgage statement. The form collects them and leaves the decision about eligibility to your advisors.
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Step 1: “How old is the youngest homeowner?”
Age is the first fact an advisor checks, so it opens the form.
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Step 2: “What is your home worth?”
Value is given in £ bands, which people can estimate without a survey.
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Step 3: “How much is left on your mortgage?”
An outstanding mortgage affects what an advisor can recommend, so it is recorded early.
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Step 4: “What would you use the money for?”
The reason for borrowing gives the advisor a natural opening for the first call.
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Step 5: “How shall we contact you about your options?”
Name, email and phone come last.
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After submitting
After submitting, the homeowner reads that an advisor will review the answers, which keeps the decision with a qualified person.
Who it’s for
Equity release advisors, later-life mortgage brokers and the agencies that generate leads for them can place this form on a landing page. It records the four facts an advisor checks first, which are age, property value, outstanding mortgage and the purpose of the money. The form does not calculate a figure and it does not decide whether anyone qualifies. Your advisors review each submission and make that judgment themselves, so the page makes no promise about an outcome. Many firms describe this kind of form as an equity release eligibility checker.
For related work, see the home equity and pension advice templates.
Why this structure converts
- Every question has four or five ready answers, so the homeowner never needs to type a number.
- Age opens the form because it is the easiest question to answer.
- Financial questions are asked in wide bands, which feels less intrusive than an exact figure.
- The homeowner has described their situation before the form asks how to reach them.
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Make it yours
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Add a postcode step
Advisors often work by region. A postcode step before the contact details shows where the property is.
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Add a consent statement
Put a consent checkbox on the contact step so the homeowner agrees to be contacted about equity release before an advisor calls.
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Explain the next step
Rewrite the thank-you message to say who will call and when they will call.
Send every lead where your team works
Frequently asked questions
Is this an equity release calculator?
No. An equity release calculator estimates a sum, and this form does not. It collects four answers and the contact details so that a qualified advisor can assess the case.
Does the form decide who is eligible?
No. The template has no scoring or conditional logic. Every submission reaches your team with the answers attached, and your advisors decide equity release eligibility.
Can I change the age and value bands?
Yes. Each band is an editable button, so you can set the ages and property values that suit your firm.
Where do the submissions go?
New submissions are emailed to you by default, and Growform can also send them to FLG, HubSpot, Salesforce or a Google Sheet.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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