Mortgage Rate Lock Request Form

Secure Your Dream Home Rate with a Professional Mortgage Rate Lock Form

When you're buying a home, locking in your mortgage rate at the right time can save you thousands of dollars over the life of your loan. This Mortgage Rate Lock Request Form template helps real estate agents, mortgage brokers, and lenders streamline the rate lock process while ensuring all critical details are captured accurately.

Why Real Estate Professionals Need This Form

Market rates fluctuate daily, and timing is everything. This form provides a clear, professional way to document rate lock requests, lock periods, extension fees, and float-down options. Whether you're a mortgage broker managing multiple clients or a real estate agent helping buyers navigate their financing, this template ensures nothing falls through the cracks.

The form captures everything from borrower information and property details to specific rate lock terms, lender commitments, and contingency options. With built-in payment fields for lock fees and clear documentation of all terms, you'll have a complete record that protects both you and your clients.

Automate Your Mortgage Workflows

Once a rate lock form is submitted, there's typically a chain of follow-up tasks—confirming with lenders, updating clients, tracking expiration dates, and coordinating with all parties. With Stepper, you can automate these workflows entirely. Route submissions to your CRM, send confirmation emails to borrowers, notify lenders, set calendar reminders for lock expiration dates, and trigger document collection—all without manual follow-up.

For firms that need signed acknowledgments of rate lock terms and conditions, Papersign lets you turn form submissions into legally binding eSignature documents, keeping your audit trail clean and professional.

Built for Mortgage Brokers, Lenders, and Real Estate Teams

This template is designed for mortgage professionals, real estate agencies, and lending institutions who need to present a polished, compliant experience for homebuyers. With Paperform's flexible design options, you can match your brand, embed the form on your website, or send it as a standalone landing page that builds trust and converts leads into locked-in clients.

Get started with this template and bring clarity, speed, and professionalism to every rate lock request.