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Loan Application Form Template

This loan application form template will help you process loans quickly by collecting primary relevant information such as personal and contact details, occupational background, and type of loan. Provide quick services to your customers while streamlining the process for your loan executives.

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Features of Loan Application Form Template

Add a conversational touch to your loan application forms!

Benefits of Using This Loan Application Form Template

Conversational and Engaging Application Process

Make your loan application form interactive and interesting with SurveySparrow’s conversational UI. Include emojis, GIFs, and engaging messages in between to make the boring form-filling process more engaging. This unique approach helps increase engagement and thereby high completion rate. 

Multiple Sharing Options

Share this application form via WhatsApp, SMS, direct links, social media, and QR codes. Use our website embed feature to easily embed the form on your website. You can choose either an inline or a popup embed, using a shortcode. These multiple sharing options make it easily accessible for your clients to complete the application process. 

Export PDF Loan Application Forms

You can create a printable copy of the application form for manual application purposes. SurveySparrow also provides different orientation options and paper sizes for better presentation. You can export it as a pdf file. Customize the printed forms with your logo in the footer with higher pricing plans.

Choose From 20+ Question Types

Create an application form that asks only relevant questions. Our platform has 20+ question types including file uploads for documents, signature-type questions, and consent forms. Choosing different question types helps you to craft questions that are required for your client's preferences.

Integration with Google Sheets

SurveySparrow’s Google Sheet integration allows you to sync the form to sheets. This automates the data collection and management. Once the integration is successful, the sheets will automatically import all the data and update the new feedback instantly. The real-time updates facilitate the data analysis and streamline the application process. 

Use this Mortgage Loan Application Form Template to collect relevant application details

Use Cases of This Loan Application Form Template

Real Estate Industry

Efficiently handle property purchase loan applications in the real estate industry using our form. Collect essential information such as property details, employment history, and required loan amount.

Education Sector

Collect student loan applications for educational institutions using this customizable loan application form. Create different sections for academic background, course information, and loan duration for easy data collection.

Small Business Financing

Manage business loan requests and gather all necessary information like business name, business type, revenue details, and investor funding details. Using this form fastens the loan application process and promotes business growth. 

Medical Industry

Collect healthcare equipment loan requests with this customizable form template. You can gather all the required details such as equipment specifications, facility type, and desired loan amount to allocate funds effectively. 

Try this Equipment Loan Form Template out!

How to use this loan application form template?

Customize

Scroll up, click on ‘Use this Template’ and sign up to create an account. Add your institution's logo, brand color and font style to customize it like your own. Change the background and even personalize the welcome and thank-you pages to match your brand’s style.

Integrate

Integrate your form with platforms like Google Sheets for efficient data management and real-time updates. Mailchimp integration helps you to personally reach out to your clients. Our platform has 25+ native integrations and 1500+ integration options via Zapier. 

Share

Share your form via multiple channels such as unique links, SMS, email, or embed it on a webpage. These sharing options ensure your form is accessible to a broad audience, increasing the likelihood of higher application submission.

Result

Export collected data to a CSV file for analysis or documentation. Use our executive dashboard to filter and sort application data. This will help you to quickly find the important information. Observe and analyze data effectively to understand applicant demographics and behaviors.

More Form & Survey Templates

Liked our loan application form template? We understand the need for application forms and feedback forms in the banking sector, and have an array of templates to make your work easier and streamlined.
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