Home loan inquiry form template
This six-step home loan form asks the purpose of the loan, employment type, estimated credit score, the price range and any notes, followed by the contact details. Clone it into your Growform account and set your own price bands.
What the form asks, step by step
Loan officers qualify borrowers on purpose, income, credit and price, and the form asks for each as a band. The borrower never needs to find a document to answer.
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Step 1: “What’s the purpose of your home loan?”
Buying, refinancing or home improvement leads to different loan products.
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Step 2: “What’s your employment type?”
Self-employed and retired borrowers need different income documentation.
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Step 3: “What’s your estimated credit score?”
Score bands with numbers let borrowers estimate honestly and quickly.
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Step 4: “What’s the price range of the home?”
Price bands show the loan size and whether jumbo products apply.
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Step 5: More information
Borrowers can mention a down payment, a target date or a property they found.
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Step 6: “How shall we contact you?”
Name, email and phone come last.
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After submitting
A default confirmation appears when the borrower submits, which a loan officer would update with a callback promise and disclosures.
Who it’s for
Loan officers, mortgage brokers and credit unions use this home loan questionnaire on purchase and refinance landing pages. Each inquiry states the purpose, employment, credit and price range, so the loan officer can suggest suitable programs on the first call. It is the step before the home loan application form, which collects income documents and authorizes a credit check. For US purchase leads with deposit questions, the mortgage pre-qualification form is a close alternative.
Why this structure converts
- Credit score bands include numbers, so borrowers who know their score can place themselves accurately.
- The purpose question comes first, which lets refinancers and buyers recognize themselves immediately.
- No question asks for documents, so borrowers can finish the form in a minute.
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Make it yours
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Add a consent checkbox
Lending leads usually need recorded consent to contact. Add a checkbox to the last step and turn on TrustedForm if you share leads.
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Ask for the down payment
A down payment band next to the price range lets you estimate the loan amount before calling.
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Branch on purpose
Use conditional logic to ask refinancers for their current rate and buyers whether they have found a home.
Send every lead where your team works
Frequently asked questions
Is this a home loan application form?
No. It is an inquiry that qualifies the borrower. The application, with income documents and a credit check, follows with the lender.
Why ask for an estimated credit score?
An estimate points the borrower to suitable programs without a hard credit check at the first contact.
Which mortgage CRMs can receive leads?
Growform sends leads to Bonzo, Shape, Surefire CRM, Salesforce and HubSpot, among others.
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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