Mortgage Broker Client Intake Form

Simplify Mortgage Client Onboarding with Paperform

For mortgage brokers and lending professionals, the client intake process is often a maze of paperwork, document chasing, and manual data entry. This Mortgage Broker Client Intake Form template transforms that experience into a streamlined, professional digital workflow that saves time and builds trust with prospective homebuyers from the first interaction.

Capture Everything You Need in One Place

This template is designed specifically for mortgage brokers, loan officers, and financial advisors working in residential lending. It captures all essential pre-qualification information—from personal and employment details to income verification documents, credit authorization, and detailed property search criteria. Instead of juggling multiple forms and follow-up emails, you'll collect complete client profiles in a single submission.

The form includes conditional logic that adapts based on employment type (W-2 employee, self-employed, retired), relationship status, and property type, ensuring you only ask relevant questions and create a smooth experience for every client scenario.

Built for Professional Service Workflows

Paperform's document-style editor lets you structure this intake form to match your brand, whether you're an independent broker or part of a larger firm. Embed it on your website, share it via email or social media, or use it as a standalone landing page for paid ad campaigns.

With built-in file upload fields, clients can securely submit pay stubs, tax returns, bank statements, and other verification documents directly through the form—no more insecure email attachments or lost paperwork. You can even add calculation fields to help clients estimate affordability or monthly payments right within the form.

Automate Your Mortgage Workflow with Stepper

Once a client submits their intake form, the real power begins. Connect this template to Stepper to automatically trigger your entire pre-qualification workflow: send documents to your loan origination system, create CRM records, notify your processing team, schedule follow-up calls, and generate personalized email sequences based on loan type and qualification status.

For compliance-heavy processes, you can also integrate Papersign to turn credit authorization and disclosure statements into legally binding eSignature documents, maintaining a complete audit trail from initial inquiry through to closing.

Designed for Financial Services and SMB Brokerages

This template is ideal for mortgage brokers, independent loan officers, mortgage brokerage firms, financial advisors specializing in home loans, and real estate professionals offering financing guidance. Whether you're handling first-time homebuyers, refinances, or investment property loans, this form adapts to your workflow while keeping you organized and compliant.

Start capturing qualified leads faster, reduce back-and-forth communication, and deliver a modern, professional experience that sets you apart in a competitive market. With Paperform's SOC 2 Type II compliance and secure data handling, you can trust that sensitive financial information is protected every step of the way.