Mortgage application lead form template
This five-step mortgage application lead form asks the type of mortgage, employment status, estimated property value and credit score, followed by the contact details. Clone it into your Growform account and match the options to your lending market.
What the form asks, step by step
This is the first stage of a mortgage application, collected before any documents change hands. Four answers show which product and which adviser suit the borrower.
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Step 1: “What type of mortgage are you looking for?”
First-time buyers, remortgages and landlords each follow a different lending route.
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Step 2: “What is your employment status?”
Self-employed and part-time borrowers need different evidence of income.
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Step 3: “What is your estimated property value?”
Value bands give a first idea of the loan size involved.
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Step 4: “What is your credit score?”
A self-rated score from excellent to poor points to suitable lenders.
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Step 5: “How shall we contact you?”
Name, email and phone come last.
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After submitting
Borrowers reach the default confirmation, which a broker would rewrite with a compliance statement and a callback time.
Who it’s for
Mortgage brokers, lenders and mortgage lead generators use this template to start the application process online. It collects the borrower’s situation in four answers, so an adviser can call with the right products rather than a blank fact find. The full mortgage application form, with income evidence, bank statements and identity checks, follows once the borrower chooses to proceed. For purchase and refinance leads in the US market, the mortgage pre-qualification form is a close alternative.
Why this structure converts
- Every question is multiple choice, so borrowers answer quickly without finding paperwork.
- Credit is self-rated in plain words, which feels less intrusive than a credit check.
- The mortgage type comes first, which lets landlords and first-time buyers recognize themselves at once.
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Make it yours
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Match terms to your market
The options mix UK terms such as “Remortgage” and “Buy to let” with dollar value bands. Choose one market and align the wording and currency.
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Add a consent checkbox
Mortgage leads usually need recorded consent. Add a checkbox to the contact step and turn on TrustedForm if you pass leads on.
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Ask for the deposit
A deposit or down payment band alongside the property value lets you estimate the loan amount before calling.
Send every lead where your team works
Frequently asked questions
Is this a full mortgage application form?
No. It is the first step that qualifies and routes the borrower. Income documents, identity checks and the lender’s own application follow with the adviser.
Can I use it as a mortgage application form template for my website?
Yes. Clone it, rename the options to your products and embed it on any page, or share it as a hosted link in ads.
Which mortgage CRMs does it support?
Growform connects to Bonzo, Shape, Surefire CRM, Salesforce and HubSpot, among many other tools.
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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