Mortgage pre-qualification form template
Purchase leads stall when the first call is spent collecting basics. This flow gathers loan type, price range, down payment, and credit band in under a minute, so pre-qualification starts before anyone picks up a phone. AI generates it on demand and saves it into your account.
AI builds it from the recipe below in about 60 seconds
7 days, no credit card
AI builds this one for you
The recipe below is already specced. Press generate and AI assembles your copy of it, on your branding, with the logic wired in.
What's inside this template
Six steps, one decision each. Together they produce the loan-to-value and timeline picture a pre-qualification actually needs, with the contact ask held for last.
- 1
Loan type
Purchase, refinance, or HELOC branching on the first tap. Each path can carry its own follow-up questions.
conditional_routing - 2
Price range
A slider for target purchase price frames the loan size without asking for a number that scares people off.
range_slider - 3
Down payment
Percentage bands, from under 5% to over 20%. Combined with price, it implies the loan-to-value your lenders care about.
buyer_qualification - 4
Credit band
A self-reported range that steers each file toward conventional, FHA, or credit-repair paths.
conditional_routing - 5
Purchase timeline
Now, three months, or exploring. Timeline decides whether the lead goes to a loan officer or a nurture sequence.
intent_capture - 6
Contact details, verified
Email and phone collected last and verified in real time, with consent language above the button.
email_verifyphone_verifytcpa_consent
Built to deliver qualified leads
Same ad spend. Capture 2X the qualified leads. A purchase funnel earns that when every file already carries loan type, LTV signals, and timeline. Across the platform, funnels using this contact-last structure average a 34% conversion lift.
Files a loan desk can work
Loan type, price, down payment, and credit arrive as structured fields, not notes from a discovery call.
Lead scoring →Nurture and now, separated
Timeline answers split ready buyers from researchers, each routed to its own follow-up.
Distribution & routing →Verified before the CRM
Contact verification runs on the page, so the loan team dials numbers that connect.
Lead verification →Mortgage marketing notes
The regulated pieces this template carries by default:
- One-to-one consent language positioned above the submit action
- Equal-housing and licensing disclosure blocks on the final step
- TrustedForm and Jornaya compatibility for buyers who require certificates
More for mortgage
Mortgage Refinance Form
Address enrichment, refi goal, balance and credit-band steps that trade a savings estimate for qualification data.
MortgageVA Home Loan Form
Branch of service, benefit usage, and timeline steps that confirm VA eligibility before the contact ask.
Real EstateFirst-Time Home Buyer Form
Pre-qualification steps sized for buyers who have never done this before, timeline and budget first.
Frequently asked questions
Is this the same as a mortgage application?
No. It is the pre-qualification layer: enough structure to route and prioritize, short enough to convert cold traffic. The 1003 stays with your LOS.
What does qualified mean on this form?
A qualified lead is one with a verified email, a verified phone, enriched data, and a Contact Score above your threshold, checked before the visitor leaves the page. Loan type and timeline answers stack on top for routing.
Where is the live preview?
This template generates on demand: press the button, AI assembles it from the recipe above, and it lands in your account as a working funnel you can publish or edit.
Can it branch differently for HELOC traffic?
Yes. Loan type is a routing key, so HELOC answers can swap in their own equity and balance questions.
Go deeper on mortgage lead gen
Start capturing qualified purchase leads
Generate this flow into your account and publish it under your brand.