Menu

Mortgage Inquiry Form Template

Make it easy for prospective borrowers to start a mortgage conversation. This template captures everything a loan officer needs — purchase vs. refinance intent, property value, down payment, preferred loan type, credit range, and employment status — before the first call. Publish it on your website, embed it in a landing page, or share a direct link.

Use this template

Free for non-commercial projects, with unlimited forms and responses.

Last updated

The starting point

About this template

A mortgage inquiry form is the first step in the home financing journey — a structured way for prospective borrowers to express interest and share basic financial details before a loan officer invests time in a full consultation. Done well, it filters serious inquirers from casual browsers and gives your team the context needed to personalize the follow-up call.

More about this template

This template covers the core questions that determine product fit: whether the borrower wants to purchase or refinance, their target loan amount and down payment, the loan programs they're considering, their approximate credit score, and whether they're self-employed (which affects documentation requirements significantly). An open text field at the end lets borrowers flag unusual situations — a recent job change, a second property, a VA eligibility question — so your team isn't surprised on the first call.

formformform sends instant email notifications on every submission, so your loan officers can respond within minutes rather than hours. Because mortgage leads are time-sensitive — borrowers often fill out forms at multiple lenders simultaneously — speed of follow-up is one of the strongest predictors of conversion. This form helps you capture the lead, understand the situation, and respond fast.

13 fields to make your own9 required in this starting form

Make it fit your workflow.

Use your own copy to change labels, remove questions and add the details you need. Try the preview alongside this guide to see what respondents will be asked.

Use this template
The questions, explained

Fields in this template

Review the starting questions and choices. You can change them in your own copy.

  • Short answerRequired

    Full Name

    Jane Smith

  • Email addressRequired

    Email Address

    jane@example.com

  • Phone numberRequired

    Phone Number

    (555) 123-4567

  • Single choiceRequired

    Loan Purpose

    2 choices
    • Purchase a home
    • Refinance existing mortgage
  • Short answerOptional

    Property Address (if refinancing)

    123 Main St, Springfield, IL 62701

  • NumberRequired

    Purchase Price or Estimated Home Value ($)

    350000

  • NumberOptional

    Down Payment Amount ($)

    70000

  • DropdownRequired

    Loan Type

    6 choices
    • Conventional
    • FHA
    • VA
    • USDA
    • Jumbo
    • Not sure — help me decide
  • DropdownRequired

    Preferred Loan Term

    5 choices
    • 15-year fixed
    • 20-year fixed
    • 30-year fixed
    • Adjustable rate (ARM)
    • Not sure
  • DropdownRequired

    Credit Score Range

    7 choices
    • 760 or above
    • 720–759
    • 680–719
    • 640–679
    • 600–639
    • Below 600
    • I don't know my credit score
  • Single choiceRequired

    Are you self-employed?

    2 choices
    • Yes
    • No
  • NumberOptional

    Annual Income Estimate ($)

    95000

  • Long answerOptional

    Questions for Your Loan Officer

    Any specific questions or circumstances you'd like us to know about?

Where it fits

Who uses this template

Suggested uses, and why this starting point can help. Adapt the questions to your own process.

Mortgage brokers

Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Loan Purpose” in particular and adapt it to the detail you need.

Community banks

Give people a straightforward way to get involved, while collecting the context needed to coordinate the work and follow up. Review “Purchase Price or Estimated Home Value ($)” in particular and adapt it to the detail you need.

Credit unions

Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Down Payment Amount ($)” in particular and adapt it to the detail you need.

Mortgage lenders

Specifically addresses business ownership percentage, business type, and years of self-employment that lenders need for bank statement programs.

Real estate agencies with in-house lending

Get a useful brief before the first conversation. Written context helps you assess fit, prepare questions and decide what to discuss next. Review “Preferred Loan Term” in particular and adapt it to the detail you need.

Financial advisors

Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Credit Score Range” in particular and adapt it to the detail you need.

Independent loan officers

Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Are you self-employed?” in particular and adapt it to the detail you need.

Mortgage marketing teams

Turn initial interest into information you can review. Use the answers to prepare a relevant follow-up and decide whether the opportunity fits your work. Review “Annual Income Estimate ($)” in particular and adapt it to the detail you need.

What's included

Captures purchase and refinance inquiries in a single form
Loan type dropdown covers Conventional, FHA, VA, USDA, and Jumbo
Credit score range selector pre-qualifies without a hard pull
Self-employment flag helps loan officers prepare the right documents
Open questions field lets borrowers share context upfront
Instant email notification so no lead goes cold
Embeds on any website or mortgage landing page

How to create a mortgage inquiry form

  1. 1

    Click 'Use this template' to open the form in the formformform editor with all fields pre-built.

  2. 2

    Adjust the loan type options to match the programs your institution offers — remove USDA or Jumbo if you don't offer those products.

  3. 3

    Add your notification email so submissions reach your loan officers or CRM immediately.

  4. 4

    Optionally add a paragraph field with your NMLS number and equal housing lender disclosure.

  5. 5

    Set required fields — at minimum name, email, loan purpose, and loan type.

  6. 6

    Publish the form, then embed it on your mortgage landing page or share the direct link in ads and email campaigns.

Best practices for your mortgage inquiry form

Lead with loan purpose

knowing purchase vs. refinance first shapes how you read every other answer, so make it the first real question.

Keep income optional

many borrowers are uncomfortable entering exact income on a form; making it optional increases completion rates without sacrificing lead quality.

Use credit score ranges, not exact scores

ranges feel less invasive and are often more accurate (borrowers frequently don't know their exact score).

Add an NMLS disclosure

include your NMLS ID and 'Equal Housing Opportunity' language in a paragraph field to stay compliant even on inquiry forms.

Respond within 5 minutes

research shows mortgage lead conversion rates drop sharply after the first 5 minutes. Use email notifications to trigger an immediate outreach.

Don't ask for SSN or full DOB

inquiry forms should gather enough for a soft pre-qualification conversation, not a full application. Save sensitive data for the formal application stage.

13 form ideas you can build with this template

First-Time Homebuyer Inquiry Form

Captures first-time buyer status, target purchase price, and whether they need down payment assistance program guidance.

FHA Loan Inquiry Form

Tailored for borrowers exploring government-backed FHA financing with lower down payment thresholds and flexible credit requirements.

VA Home Loan Inquiry Form

Collects veteran or active-duty status, certificate of eligibility details, and whether the borrower has used VA entitlement before.

Jumbo Mortgage Inquiry Form

Gathers high-balance purchase details, reserve asset information, and credit profile for loan amounts exceeding conforming limits.

Investment Property Mortgage Inquiry

Distinguishes between primary residence, second home, and investment property to route to the right loan product and officer.

Rural USDA Loan Inquiry Form

Verifies property location eligibility and income limits for USDA zero-down financing in designated rural areas.

Construction-to-Permanent Loan Inquiry

Collects builder information, lot ownership status, and project timeline for borrowers financing new construction.

Reverse Mortgage Inquiry Form

Captures borrower age, current home equity, and retirement income needs for HECM or proprietary reverse mortgage discussions.

Bridge Loan Inquiry Form

Gathers details on the departing residence, target purchase timeline, and expected equity release for short-term bridge financing.

Mortgage Pre-Qualification Inquiry

Quick-start form that collects income, debt, and purchase timeline to generate a soft pre-qual estimate before a formal application.

Condo Mortgage Inquiry Form

Asks about HOA financials, condo project approval status, and owner-occupancy ratios that affect conventional condo loan eligibility.

Self-Employed Borrower Mortgage Inquiry

Specifically addresses business ownership percentage, business type, and years of self-employment that lenders need for bank statement programs.

Relocation Mortgage Inquiry Form

Captures employer relocation package details, target city, and expected closing timeline for out-of-state buyers on tight schedules.

Frequently asked questions

Is a mortgage inquiry form the same as a mortgage application?

No. A mortgage inquiry form is a soft lead-capture tool that gathers contact details and high-level financial information so a loan officer can follow up. A formal mortgage application (Uniform Residential Loan Application / Form 1003) involves a credit pull, income verification, and legal disclosures. This template is an inquiry form only.

Do I need a disclaimer on my mortgage inquiry form?

Best practice is to include your NMLS number, a statement that the form does not constitute a loan application, and an equal housing opportunity notice. You can add these as a paragraph field in formformform. Consult your compliance team for your specific requirements.

Can I route submissions to different loan officers by loan type?

formformform sends all submissions to the notification email you configure. For routing by loan type, you can use a third-party automation tool like Zapier to parse the submission and forward it to the right person.

How do I embed this mortgage inquiry form on my website?

After publishing your form in formformform, go to the Share tab to copy the embed code. Paste it into your website HTML wherever you want the form to appear — it works on WordPress, Squarespace, Webflow, and any custom site.

Can I add more fields like property type or co-borrower information?

Yes. Open the form editor and add any field type you need — short text for co-borrower name, a dropdown for property type (single family, condo, multi-unit), a radio for first-time homebuyer status, and so on.

Is there a limit to how many mortgage inquiries I can collect?

No. formformform has no submission limits — you can collect as many inquiries as your mortgage business generates, forever, for free.

Part of this collection

Related templates

Finance Forms

Mortgage Refinance Inquiry Form

Collect mortgage refinance inquiries with current loan details and goals.

Finance Forms

Home Equity Line of Credit Inquiry Form

Collect HELOC inquiries with home value, equity, and credit details.

Finance Forms

Personal Loan Inquiry Form

Collect personal loan inquiries with purpose, amount, and credit details.

Finance Forms

Financial Planning Questionnaire

Gather client financial goals, risk tolerance, and situation before planning sessions.

Finance Forms

Credit Application Form

Collect credit applicant details, income, and purpose of credit electronically.

Finance Forms

Accounting Client Intake Form

Onboard new accounting clients with entity type, services, and goals.

Finance Forms

Business Loan Inquiry Form

Capture business loan inquiries with entity, revenue, and loan purpose details.

Finance Forms

Banking Service Inquiry Form

Collect general banking service inquiries for personal and business accounts.

More Finance form templates

View all Finance form templates →

Want a second opinion?

Explore how formformform fits the forms you need to build.

Opens with product context and a link to this page.

View or copy the prompt

Start with the Mortgage Inquiry Form template

Free for non-commercial projects, with unlimited forms and responses.

Use this template