Mortgage Loan Application Form Template

Benefits of Using This Mortgage Loan Application Form Template

Conversational and Engaging Application Process

Make your housing loan application form engaging and fun with SurveySparrow’s conversational UI. Include emojis, GIFs, and interactive messages in between to make the boring form-filling process more promising. This can help you increase the completion rate by 40%. 

Export PDF Mortgage Loan Application Forms

You can create a printable copy of the application form for applying manually. Design the form the way you like and export it into PDF format. Try using different orientations and paper sizes to present the form better. Customize the printed forms with your logo in the footer with higher pricing plans.

Easily Upload Files

While applying for a loan, it is necessary to submit supporting documents to ensure the person is not bankrupt. Our file upload feature makes this much easier. Now your applicants can easily upload required documents while filling out the form. You can download, review, and verify these documents after their successful submission.

Integration with Google Sheets

You might be receiving a lot of applications daily. And, we know it is hard to manage the collected data. Not anymore with SurveySparrow. Our Google Sheets Integration allows you to sync the form with sheets and import the entire data automatically. The sheet will get updated whenever a new applicant submits house loan application. 

Collect Signed Forms

Now the crucial thing in any application form is the applicant’s signature. You can simply add the signature question type from our builder. Your applicants will have three choices - draw, type, or upload - to add their signature. This digital signature can be saved as proof of the claims by respondents.  

Try our Business Loan Application Form Template

Mortgage Loan Application Checklist

1. Personal Information

• Identity Proof (Any Government approved ID)
• Contact details (name, address, phone number)
• Social security number (for credit checks)

2. Employment Details

• Pay Stubs (from the last three months)
• Tax returns (last year)
• Employer contact details (for verification)

3. Asset Information

• Bank statements (verify available funds)
• Digital asset information (stocks, bitcoin, etc.)
• Physical asset information (land, house, vehicles, gold, etc.)

4. Debt and Liabilities

• Details of current debts (car loan, education loan, etc.)
• Alimony or child custody documents

5. Credit history

• Credit score proofs

6. Co-applicant Details

• Details of your business partner etc.

7. Repayment details

Documents showing you can cover the closing costs

How To Use This Mortgage Loan Application Form Template

Step 1: Customize

Sign up and create an account for free. Navigate to our builder and start creating questions relevant to the home loan application. Choose a relevant background image and customize the font size and style according to your company’s tone. You can use AI Wings to create questions instantly with just a simple prompt.

Step 2: Integrate

The next step is to integrate the form with necessary applications for improving the workflow. Use Google Sheets for data collection, Mailchimp for reaching out to applicants, and Hubspot to manage each online mortgage application. Explore 25+ options from our integration options.

Step 3: Share

The form is ready to be shared with your potential applicants. For this, use website embed, QR code embed, SMS, Unique link, WhatsApp, or social sharing options.

Step 4: Analyze 

Finally, analyze the collected applications using our executive dashboard. You can visualize the data using different widgets. Export the form into CSV to better interpret and prioritize various loan applications.