Question 1

What is the loan inquiry form template for?

Accepted Answer

Lenders and brokers waste calls on inquiries that can't be funded. This loan inquiry form asks the amount, the purpose, income and a self-reported credit range, without asking for a Social Security number.

Question 2

What does the loan inquiry form template ask?

Accepted Answer

8 questions: What kind of loan? How much do you want to borrow? How would you rate your credit? What's your yearly income? When do you need the money? What's your name? Where should we send your options? And a phone number?

Question 3

How does it qualify leads?

Accepted Answer

Each answer adds points. At 60 points or more a lead is Hot: it sees your booking link at the end and is marked Qualified in your lead list. From 30 points it is Warm. You can change the points and both thresholds in the editor.

Question 4

How do I use this template?

Accepted Answer

Press Use this template and it opens in the ManyPI form editor. Change the questions, the wording and the design, publish it, then share the link or embed it on your website. Every response becomes a lead in the list you choose.

Loan inquiry form template

Check your loan options