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Mortgage pre-qualification form template

This six-step mortgage pre-qualification form asks the purpose, the mortgage type, employment status, the down payment and the home value, followed by contact details and consent. You can clone this template into your Growform account and localize the products.

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What the form asks, step by step

The questions run in the order a mortgage adviser opens a first call, and only the home value needs typing.

  1. Step 1: “What do you need your mortgage for?”

    Purchase, refinance, home improvement or debt consolidation splits the leads on the first tap.

  2. Step 2: “What type of mortgage are you interested in?”

    Fixed, adjustable, interest-only or FHA can be renamed for your market.

  3. Step 3: “What is your employment status?”

    Self-employed and retired applicants need different documents, and this flags them early.

  4. Step 4: “How much do you have for a down payment?”

    Deposit bands mean nobody has to do arithmetic to answer.

  5. Step 5: “What is the value of your home?”

    The home value is typed in, with helper text pointing to Zillow.

  6. Step 6: “How shall we contact you about your mortgage quotes?”

    Name, email and phone come last, with a checkbox to agree to calls.

  7. After submitting

    The customer sees a standard thank-you message, which a broker would replace with a compliance line and a callback promise.

Who it’s for

This template asks a broker’s first-call questions on the website instead. Mortgage brokers, lenders and lead generators receive the purpose, the product, the employment status, the deposit and the property value in the CRM before anyone picks up the phone. Whether you call it a mortgage lead form, a mortgage inquiry form or a mortgage fact find form, this is the pre-qualification stage. It is not the application, which the mortgage application template covers.

Why this structure converts

  • Purpose, product, employment, deposit and value are what every mortgage calculator asks, so the form feels like getting a quote rather than filling in an application.
  • Deposit bands keep that question to one tap, and the home value is a single number the customer can look up.
  • The consent checkbox on the last step records agreement to be contacted about quotes.
  • Purchase and refinance leads separate on the first tap, so each goes to the right team.
Use this template

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Make it yours

  • Add credit and income bands

    A credit-score band and an income band after employment status let you score leads before a loan officer touches them.

  • Localize the products and helper text

    Replace FHA with your market’s products and point the valuation helper at a local property site instead of Zillow.

  • Branch on purpose

    Use conditional logic to show “What is your current rate?” only to refinance leads and “Have you found a property?” only to purchase leads.

Send every lead where your team works

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Frequently asked questions

What does a mortgage pre-qualification form ask?

This template asks the purpose of the mortgage, the type of mortgage, employment status, the down-payment band and the home value, and then name, email, phone and consent to be contacted. Those five answers give an indicative loan amount and route the lead.

Is pre-qualification the same as pre-approval?

No. Pre-qualification is an indicative assessment from self-reported answers like these, while pre-approval involves a credit check and documents. This mortgage questionnaire gathers what a broker needs to decide who to take to pre-approval.

Can I pass the answers to my mortgage CRM?

Yes. Growform integrates with mortgage CRMs including Bonzo, Shape and Surefire, as well as HubSpot, Salesforce and Google Sheets.

Does the form record consent?

Yes. The final step has an “I’m happy to be contacted by email or phone about my quotes” checkbox. Make it required, edit the wording for your compliance rules, and add TrustedForm or Jornaya certification if you sell leads.

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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