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Mortgage refinance inquiry form template

This six-step mortgage refinance form asks the current loan type, the reason for refinancing, a credit band, occupancy and any notes, followed by the contact details. Clone it into your Growform account and add a loan balance step.

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What the form asks, step by step

Loan officers look at the existing loan, the goal and the borrower’s credit before anything else. The form asks those in plain terms.

  1. Step 1: “What’s your current mortgage type?”

    Fixed, adjustable or interest-only shows what the new loan must replace.

  2. Step 2: “Why are you looking to refinance?”

    Lower payment, shorter term, cash out or lower rate points to a product.

  3. Step 3: “How’s your credit score?”

    A self-rated credit band suggests which rates the borrower may qualify for.

  4. Step 4: “Is this property your primary residence?”

    Investment properties are priced and underwritten differently from homes.

  5. Step 5: More information

    Borrowers can share their balance, rate or timing in this box.

  6. Step 6: “How shall we contact you?”

    Name, email and phone come last.

  7. After submitting

    Mortgage brokers can change the thank-you text to explain what documents to prepare for the first call.

Who it’s for

Mortgage brokers, loan officers and lenders running refinance campaigns can use this template on rate and refinance landing pages. The answers show the borrower’s current loan, their goal and their credit in one submission, so the first call can discuss options rather than basics. It is the inquiry stage, and the full refinance application form follows once the borrower chooses a loan.

Why this structure converts

  • The reason question lets borrowers state their goal in their own terms.
  • Credit is self-rated in four words, which avoids asking for a score people may not know.
  • Occupancy is a simple yes or no, even though it changes the pricing significantly.
Use this template

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Make it yours

  • Add balance and value

    Add banded questions for the loan balance and the home value so you can estimate equity for cash-out requests.

  • Add a consent checkbox

    Include a checkbox agreeing to be contacted by phone and email, and turn on TrustedForm if you buy or sell refinance leads.

  • Branch on cash-out

    Use conditional logic to ask how much cash the borrower wants only when they choose “Cash out”.

Send every lead where your team works

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Frequently asked questions

Is this a refinance application form?

No. It is a short inquiry that qualifies the borrower. The application, with income documents and a credit check, comes after the first conversation.

Can I route leads by credit band?

Yes. Use the credit answer in your CRM or with conditional logic to send each lead to the right loan officer.

Which mortgage CRMs does it connect to?

Growform sends leads to Bonzo, Shape, Surefire and Salesforce, among others.

What happens next?

  1. Step 1: Clone this form template

    Clone this template into your Growform account (create one first if you don’t already have one).

  2. Step 2: Edit your form

    Get creative and adjust your form's theme options, questions or layout in the Growform form builder.

  3. 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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