Home equity loan pre-qualification form template
This five-step home equity loan pre-qualification form asks the purpose of the loan, the credit score, the home’s value and employment status, followed by the contact details. Clone it into your Growform account and add a mortgage balance step.
What the form asks, step by step
Equity lending depends on the home’s value, the borrower’s credit and their income, and three of the four questions cover them. Each is a banded choice.
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Step 1: “What would you like a loan for?”
Improvements, debt consolidation or a large purchase suits different equity products.
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Step 2: “What’s your credit score?”
Bands from under 650 to 750 and above predict likely rates.
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Step 3: “What’s the estimated value of your home?”
Value bands up to $300K and above give a first view of available equity.
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Step 4: “What is your employment status?”
Self-employed and retired borrowers prove income with different documents.
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Step 5: “How shall we contact you?”
Name, email and phone come last.
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After submitting
Borrowers see a standard thank-you, which a lender would replace with the next steps and a disclosure.
Who it’s for
Mortgage brokers, banks and credit unions promoting home equity loans and HELOCs use this template on landing pages. It qualifies homeowners on purpose, credit, value and employment before a loan officer calls. It is lighter than a HELOC application form and works on paid traffic where people are still comparing options. Brokers offering first mortgages can use the mortgage pre-qualification form.
Why this structure converts
- The loan purpose opens the form, so the homeowner starts with their plans rather than their finances.
- Credit and value are ranges, which borrowers can estimate without paperwork.
- Employment status is a single tap, and it tells you which income documents to request.
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Add the mortgage balance
Equity is value minus what is owed. Add a balance band after the home value so you can estimate borrowing power.
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Raise the value bands
The top band is $300K and above. Add higher bands if you lend in markets where homes are worth more.
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Record consent to contact
Add a consent checkbox to the last step, and turn on TrustedForm certification if you share leads with lenders.
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Frequently asked questions
Is this a home equity loan application form?
No. A home equity loan application form requires income documents, an appraisal and a credit check. This form pre-qualifies the homeowner before that process.
Does it work for HELOCs?
Yes. Rename the first step to mention a line of credit and route those answers to your HELOC team.
Which lending CRMs does it connect to?
Growform sends leads to Bonzo, Shape, Surefire CRM, Salesforce and HubSpot.
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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