Closing Cost Estimate Request Form

Buying a home is one of the biggest financial decisions you'll make, and understanding your closing costs upfront is essential to budgeting properly. This Closing Cost Estimate Request Form helps real estate agents, mortgage brokers, and lenders collect the information they need to provide accurate, transparent estimates for home buyers.

Whether you're a first-time buyer navigating the complexities of escrow accounts and origination fees, or an experienced investor comparing lender options, this form streamlines the estimate process and ensures nothing gets overlooked.

Built with Paperform, this template allows real estate professionals to create branded, client-friendly forms that collect property details, loan preferences, down payment amounts, and credit information—all in one place. Use conditional logic to show relevant fields based on loan type, and integrate seamlessly with your CRM or project management tools via Stepper to automatically route estimates to the right team members or trigger follow-up workflows.

For mortgage brokers managing multiple lenders and loan scenarios, this form helps you compare fees side-by-side and provide clients with clear, comprehensive estimates that build trust and move deals forward faster. Real estate agents can embed this form directly on their website or share it via link to offer value-added services that set them apart in competitive markets.

The form is fully customizable to match your brand, and because it's powered by Paperform, you can collect eSignatures via Papersign for pre-approval documents, connect payment fields for earnest money deposits, and automate the entire closing cost workflow—no code required.