Mortgage Client Intake Form
A mortgage intake form for loan officers and brokers to collect financial information, employment details, and property preferences from prospective borrowers.
What is this form?
A mortgage intake form for loan officers and brokers to collect financial information, employment details, and property preferences from prospective borrowers.
The Mortgage Client Intake Form template on Fantastic Forms is 100% free to use, unlimited responses included. There are no watermarks, no per-response caps, and no upsells to unlock basic field types. Everything you need to publish this form to the web, embed it into any page, share it as a link, or route submissions to your favourite tools is available on the free plan.
Who is it for?
Mortgage brokers, loan officers, banks, and financial advisors.
Fields included
This ready-to-use template includes 9 fields out of the box. You can add, remove, reorder, or rename any of them after clicking "Customize this template":
- Full Name — Short text (required)
- Email Address — Email (required)
- Phone Number — Phone (required)
- Loan Purpose — Multiple choice (required)
- Estimated Property Value — Short text (required)
- Down Payment Amount — Short text (required)
- Annual Household Income — Short text (required)
- Employment Status — Multiple choice (required)
- Credit Score Range — Multiple choice (required)
How to use this template
- Click Customize this template to instantly create an editable copy inside your workspace.
- Rename questions, adjust required flags, or add conditional logic to tailor the flow to your process.
- Style the form with your logo, brand colours, and fonts, or embed it inside your existing website in one line of HTML.
- Publish and share via link, QR code, embed, or Kiosk Mode. Responses land in a searchable dashboard in real time.
- Optionally forward submissions to Slack, Google Sheets, Notion, HubSpot, Airtable, Resend, or any HTTP endpoint via our native integrations and webhooks.
Why teams pick Fantastic Forms for this template
- Unlimited forms and unlimited responses on the free plan. No upgrade required just to keep collecting data.
- Multi-page logic, calculated fields, file uploads, e-signatures, and payment collection built in.
- GDPR, CCPA, and SOC 2 aligned data handling. IP allowlisting, SSO / SCIM, and audit logs available on the $99/month Pro plan.
- Every submission auto-exports to CSV, Excel, JSON, Parquet, XML, PDF, or Markdown so you own your data forever.
Related templates
Prefer a different angle for this workflow? These related ready-made forms are also free:
- After School Program Intake Form
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- Church Membership Intake Form
- Cleaning Service Intake Form
- Coaching Intake Form
- Commission Agreement Intake Form
- Daycare Enrollment Intake Form
Frequently asked questions
Is the Mortgage Client Intake Form template really free?
Yes. You can use this form template on the free plan with unlimited submissions and unlimited forms. There are no watermarks or per-response fees. The paid Pro plan ($99 / month) exists for teams that want extra collaboration, custom branding, and enterprise security features.
Can I customise every field?
Yes. After clicking "Customize this template" every question, option, order, required flag, and description becomes editable in a full drag-and-drop builder. You can also add conditional logic so different respondents see different follow-up questions.
Where do responses go?
Every submission lands inside your Fantastic Forms dashboard in real time. From there you can filter, export, and pipe entries into Slack, Google Sheets, Airtable, Notion, HubSpot, Zapier, Make, n8n, or any webhook endpoint.
Do I need to write any code?
Not at all. The visual builder covers every question type, conditional logic path, styling option, and integration. Developers can still hook in via our REST API, MCP server, and webhooks when they want to.