Mortgage Insurance Lender Claim Form

Streamline Your Mortgage Insurance Claims Process

When a borrower defaults on a mortgage loan, lenders need to file mortgage insurance claims quickly and accurately to recover losses. Our Mortgage Insurance Lender Claim Form provides a structured, professional solution for collecting all required information—from loan default details and property valuations to foreclosure proceedings and loss mitigation efforts.

Built on Paperform's flexible platform, this template helps mortgage lenders, banks, and financial institutions submit complete claims the first time, reducing back-and-forth with insurers and accelerating reimbursement timelines.

Designed for Mortgage Professionals

This form template is ideal for:

• Mortgage lenders and servicers managing defaulted loans
• Loss mitigation specialists documenting workout attempts
• Claims departments at banks and credit unions
• Foreclosure attorneys compiling claim documentation
• Special assets teams handling REO properties

What's Included

The template captures every critical component of a mortgage insurance claim:

• Lender and loan servicer information
• Comprehensive borrower and property details
• Default and delinquency timeline
• Property valuation and appraisal data
• Foreclosure proceedings and legal actions
• Loss mitigation attempts and documentation
• Outstanding loan balance and claim calculations
• Supporting document uploads for complete submission

Professional, Compliant Documentation

With Paperform's conditional logic, the form adapts based on your responses—showing relevant fields for foreclosure status, loss mitigation type, and claim calculation method. This ensures you collect exactly what's needed without overwhelming users with unnecessary questions.

File uploads make it easy to attach required documentation such as appraisal reports, notice of default letters, foreclosure sale documents, and borrower correspondence—all organized in one submission.

Integration with Your Workflow

Once submitted, connect your mortgage insurance claims to your existing systems using Paperform's native integrations or Stepper for advanced workflow automation. Route claims to the appropriate insurer, notify claims managers, update your loan servicing system, or trigger follow-up tasks—all without manual data entry.

For organizations managing multiple portfolios or clients, Paperform's Agency+ plan offers white-label forms, team permissions, and centralized billing.

Secure, Compliant Platform

Financial institutions trust Paperform for sensitive data collection. With SOC 2 Type II compliance, data encryption, SSO support, and data residency controls, you can confidently collect loan and borrower information while meeting regulatory requirements.

Get started with our Mortgage Insurance Lender Claim Form template and transform your claims submission process from scattered paperwork into a streamlined digital workflow.