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Loan Intake · Popular

Streamline Your Mortgage Loan Application Process

Gather borrower details, employment history, and income information for residential mortgage applications with this ready-to-use form template.

Use This Template Free Preview

Frost theme

formbuilder.ai/f/residential-mortgage-loan-application-borrower-intake-form

Residential Mortgage Loan Application & Borrower Intake Form

Borrower Full Legal Name

· · ·

Date of Birth

· · ·

Email Address

· · ·

Submit

The Residential Mortgage Loan Application & Borrower Intake Form is a comprehensive digital form designed to collect all the essential information lenders need to evaluate a home loan request. It captures primary borrower details including legal name, date of birth, contact information, residency status, and marital status, along with employment and income data to support the underwriting process.

This template is ideal for mortgage lenders, banks, credit unions, and mortgage brokers who want to replace cumbersome paper applications with a fast, accurate, and professional online experience. By centralizing borrower intake data—from gross monthly income to supplemental income sources—you reduce back-and-forth communication and speed up the approval timeline.

With a fully customizable structure, you can tailor the form to match your institution's requirements, add conditional logic, and integrate with your CRM or loan origination system. Start collecting complete, consistent mortgage applications today and give your borrowers a smooth, modern application experience.

4 Pages

35 Questions

~12min To complete

Free No credit card needed

Field types currency ×8 Single Choice ×4 Dropdown ×4 number ×3 Yes / No ×3 File Upload ×3 Phone ×2 Short Text ×2 Full Name Date Email Address termsandconditions Signature

Questions in this template

Free template

The exact questions included — customize any of them to fit your needs.

Page 1 Borrower Information 9 questions

Primary Borrower Details

1 Borrower Full Legal Name * Full Name

2 Date of Birth * Date

3 Email Address * Email

4 Phone Number * Phone

5 Current Residential Address * Address

6 Years at Current Address * number

7 Residency Status * Single Choice

8 Marital Status * Single Choice

9 Number of Dependents number

Page 2 Employment & Income 8 questions

Employment & Income Details

1 Employment Status * Single Choice

2 Current Employer Name * Short Text

3 Job Title / Position * Short Text

4 Years at Current Employer * number

5 Employer Phone Number Phone

6 Gross Monthly Income * currency

7 Additional Monthly Income (bonuses, commissions, rental income, etc.) currency

8 Source of Additional Income Dropdown

Page 3 Loan & Property Details 7 questions

Loan Information

1 Loan Purpose * Dropdown

2 Property Type * Dropdown

3 Property Use * Single Choice

4 Estimated Property Value / Purchase Price * currency

5 Desired Loan Amount * currency

6 Down Payment Amount * currency

7 Preferred Loan Term * Dropdown

Page 4 Assets, Declarations & Consent 11 questions

Assets & Financial Declarations

1 Total Value of Checking & Savings Accounts * currency

2 Total Value of Investments & Retirement Accounts currency

3 Total Monthly Debt Obligations (credit cards, auto loans, student loans, etc.) * currency

4 Have you had a bankruptcy in the past 7 years? * Yes / No

5 Have you had a foreclosure in the past 7 years? * Yes / No

6 Are you a co-signer or guarantor on any other loan? * Yes / No

Supporting Documents

7 Upload Government-Issued Photo ID * File Upload

8 Upload Proof of Income (pay stubs, tax returns, W-2s) * File Upload

9 Upload Bank Statements (most recent 2 months) File Upload

10 I certify that the information provided is true, accurate, and complete to the best of my knowledge. I authorize the lender to verify the information and obtain credit reports as necessary. * termsandconditions

11 Borrower Signature * Signature

How to use this template

Click "Use This Template Free" to open it in the FormBuilder editor. From there you can add, remove, or reorder fields with drag-and-drop, switch themes for instant restyling, add your logo, configure email notifications, and set your success message. When ready, publish with a unique link and start collecting responses immediately.