Moving & Relocation Loan Application

Streamline Your Relocation Financing with Paperform

Moving to a new city or state for work can be both exciting and financially stressful. Between hiring movers, securing temporary housing, and covering upfront costs before your first paycheck arrives, relocation expenses can quickly add up to thousands of dollars. That's where a Moving & Relocation Loan Application becomes essential—and Paperform makes the entire process smooth, professional, and efficient.

Why Use This Moving Loan Application Template?

This template is specifically designed for financial institutions, credit unions, employee relocation services, and HR departments that need to process relocation loan applications quickly and accurately. Instead of juggling paper forms, email attachments, and manual calculations, everything happens in one intelligent, branded form.

The template includes smart features like distance calculation between current and new locations, volume estimation based on home size, temporary housing cost assessment, and job relocation verification—all built into conditional logic that adapts to each applicant's unique situation. This means faster processing times, fewer follow-up calls, and better data quality for underwriting decisions.

Perfect for Modern Relocation Programs

HR teams and relocation specialists use this template to support employees moving for new positions, transfers, or remote work transitions. Banks and credit unions use it to offer competitive relocation loan products that stand out in the market. Corporate relocation services use it to streamline application intake across multiple client companies.

Because Paperform forms can match your exact brand guidelines—fonts, colors, logos, backgrounds—applicants experience a professional, trustworthy process from the first click. The form works beautifully on mobile devices too, so applicants can complete their application from anywhere during a busy move.

Automate Your Relocation Loan Workflow

Once an application is submitted, Paperform's integration ecosystem takes over. Connect to your CRM or loan management system via Stepper (stepper.io) to automatically route applications for review, trigger credit checks, send follow-up emails, and update applicant status in real time. You can also use Stepper to create approval workflows that involve multiple departments—from HR verification to finance approval—without a single manual handoff.

For organizations that need applicants to sign loan agreements or promissory notes, Papersign (papersign.com) lets you instantly convert approved applications into legally binding eSignature documents. The entire journey—from application to approval to signed agreement—stays connected in one audit trail.

Calculations, Conditional Logic, and Smart Forms

Paperform's calculation engine powers the cost estimation features in this template. As applicants enter details about their move distance, household size, and temporary housing needs, the form calculates estimated moving costs, recommended loan amounts, and monthly payment scenarios. This transparency helps applicants understand what they're eligible for before they even submit.

Conditional logic ensures the form only asks relevant questions. If someone is moving without professional movers, they won't see questions about moving company quotes. If they don't need temporary housing, that entire section disappears. The result is a shorter, more personalized experience that increases completion rates.

Built for Compliance and Security

Financial applications require trust. Paperform is SOC 2 Type II compliant and offers robust security features including SSL encryption, data residency controls, and role-based access for your team. You can confidently collect sensitive information like income details, employment verification, and social security numbers (though we recommend using secure integrations for the most sensitive data points rather than collecting them directly in the form).

All submissions are stored securely, can be exported for record-keeping, and integrate with your existing compliance documentation systems through Stepper, Zapier, or webhooks.

Who Benefits from This Template?

• Banks and Credit Unions offering relocation loan products to new customers or existing members
• Corporate HR Departments supporting employees with relocation packages and financing options
• Relocation Management Companies processing applications on behalf of multiple corporate clients
• Employee Benefits Providers adding relocation financing to their service portfolio

Get Started in Minutes

This template is ready to use right out of the box. Simply customize the loan terms, adjust the calculation formulas to match your rates, add your branding, and connect your integrations. No coding required—just type, format, and publish like you would with any document.

With over 500,000 teams worldwide trusting Paperform for everything from lead capture to complex financial workflows, you're joining a platform built specifically for businesses that need professional forms without the development overhead.

Whether you're processing five relocation loans a year or five hundred, Paperform scales with your needs while keeping the experience simple for both your team and your applicants. Start turning relocation stress into relocation success with a form that actually works.