Mortgage form templates that qualify before they capture
Production-ready templates for mortgage brokers and lenders. Multi-step pre-qualification, soft-credit logic, OTP verification, and TrustedForm on every submission.
First-Time Homebuyer Application Form
Specialized intake for first-time buyers. Captures buyer education status, down payment assistance eligibility, and target home price.
Mortgage Payment Calculator Form
Standard mortgage payment calculator with PITI breakdown. After the user sees their estimated monthly payment, captures lead for pre-qualification follow-up.
Mortgage Pre-Qualification Form
Multi-step mortgage pre-qualification. Captures purchase vs refi intent, credit band, income, and property type before the phone field. Soft-quote — no hard credit pull. OTP-verified phone delivered to lender CRM.
Mortgage Rate Quote Form
Fast 4-field rate quote form for homebuyers shopping current rates. Minimal friction — just enough to deliver a personalized rate range.
Mortgage Recast Calculator Form
Calculates new monthly payment after a lump-sum principal reduction (recast). Captures lead at the end with personalized recast quote.
Refinance Qualification Form
Screens refinance leads on current rate, remaining balance, home equity, and credit before the phone field. Routes cash-out vs. rate-and-term refi to different pipelines.
Reverse Mortgage Quote Form
HECM reverse-mortgage lead form for homeowners 62+. Captures age, home value, existing mortgage balance, and intended use. Compliance-aware — required HUD counseling disclosure.
Self-Employed Mortgage Application Form
Specialized form for self-employed borrowers (1099, sole prop, S-corp). Captures business structure, income source, and bank-statement vs. tax-return loan preference.
Built for mortgage brokers and lenders
Whether you originate purchase loans, refinances, or reverse mortgages, these templates pre-qualify borrowers and route to the right specialist.
Mortgage brokers running paid traffic
Stop spending on prospects who can't qualify. Soft-credit logic filters them before the phone field.
Direct lenders with online intake
Embed on your site, route by loan type, push verified leads straight to your LOS.
Lead-gen agencies servicing multiple lenders
One template library, multiple-lender routing, full TrustedForm compliance.
Pick a mortgage template and go live in 30 minutes
Multi-step pre-qualification with soft-credit logic. Compliant 'may qualify' language by default. Verified leads from day one.