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עבריתStop emailing PDFs back and forth
One secure link collects the application, the documents and the signature. Build mortgage loan officer forms for pre-qualification, full applications and refinance inquiries, and get an email the moment one is submitted.
From first inquiry to complete file in three steps
Build the form once, then send the same link to every applicant.
Build or pick a form
Start from a ready-made mortgage template or describe the form to AI, then add or remove fields.
Send a personalised link
Share one link, or add the applicant's name, email and phone to it so those fields are already filled in.
Receive the complete file
Answers, uploaded documents and the signature arrive together in one response, with an email telling you it is there.
What you can collect
Mix any of these in a single form.
Pre-qualification details
Income, employment, down payment, credit range and property type, in short steps applicants finish quickly.
Full loan applications
Borrower details, addresses, employment history and assets across a multi-page form.
Refinance inquiries
Current balance, rate, property value and what the borrower wants to change.
Lead capture
A short form for your website or social profiles that captures name, contact details and loan goals.
Supporting documents
Pay stubs, tax returns, bank statements and ID, uploaded straight into the response.
Smart follow-up questions
Conditional logic shows co-borrower or self-employment questions only when they apply.
Built for sensitive applications
The parts of the form that matter once an applicant starts sharing documents.
Secure document upload
Uploaded files are scanned for viruses and stored with AES-256 envelope encryption.
E-signature
Add a Signature Pad so the applicant signs in the same form. The signature is saved with the response.
Instant notification
Get an email as soon as an applicant submits. Webhooks and the API can also pass each response on to your own systems.
Personalised links
Add the applicant's name, email and phone to the link and those fields arrive pre-filled, so nobody retypes what you already know.
Your brand, not ours
Remove FormBuilder branding on paid plans so the form looks like it comes from your own office.
Control who gets in
Password-protect a form, allow one response per person and see partial responses from people who stopped halfway. Team roles decide who in your workspace can view responses.
Start from a ready-made template
Every template is an ordinary form you can edit, so adjust the questions to your own process.
Mortgage pre-qualification form
A short intake that shows whether a borrower is a fit before you ask for documents.
Learn more →Mortgage loan application form
The full application, from borrower details to employment and assets.
Learn more →Refinance inquiry form
Capture the current loan and the borrower's goals in one short form.
Learn more →Loan officer lead capture form
A website form that turns visitors into leads you can call back.
Learn more →Mortgage document checklist upload form
A checklist of required documents, each with its own upload.
Learn more →Your forms, your responsibility
FormBuilder gives you the tools to collect applications and documents. You are responsible for your own privacy notice, consent wording, record keeping and the legal wording of your forms. FormBuilder does not give legal, financial or compliance advice.
Mortgage form questions
Collect the whole application with one link
Start a 7-day trial and build your first loan officer form today.
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