Free Form Templates — Mortgage Broker Form Templates

Mortgage Broker Form Templates

Mortgage brokers connect borrowers with the right lenders, navigating complex loan processes and helping clients secure financing for their dream homes. Success in this field requires meticulous attention to detail, seamless client communication, and efficient document management.

Paperform's mortgage broker templates are designed to simplify every stage of the lending process. From initial client intake forms that capture financial histories and property details to comprehensive loan application forms that gather all necessary documentation, our templates help you maintain compliance while delivering exceptional service.

Streamline Your Mortgage Business

Collect sensitive financial information securely with encrypted forms, process application fees through integrated payment gateways, and use conditional logic to show relevant fields based on loan types or borrower circumstances. Our eSignature feature, Papersign, enables clients to sign disclosure documents and authorization forms remotely, eliminating printing and scanning delays.

With Stepper, you can create multi-step application workflows that break complex forms into manageable sections, improving completion rates and reducing client overwhelm. Automated email notifications keep you informed when applications are submitted, while integration with your CRM ensures leads never slip through the cracks.

Whether you're processing first-time homebuyer applications, refinancing requests, or commercial property loans, Paperform templates help you work faster, reduce errors, and focus on what matters most—building relationships and closing deals.