Question 1

What is the mortgage pre-qualification form template for?

Accepted Answer

For mortgage brokers and loan officers. It asks the handful of numbers that decide what someone can borrow, so the first call can be about options, not paperwork.

Question 2

What does the mortgage pre-qualification form template ask?

Accepted Answer

7 questions: What's the loan for? Estimated property price ($) How much deposit do you have? How would you rate your credit? What's your name? Where should we send your results? And a phone number?

Question 3

How does it qualify leads?

Accepted Answer

Each answer adds points. At 55 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.

Mortgage pre-qualification form template

See what you can borrow