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Buyer Pre-Qualification Form

Pre-qualify buyers before you show homes — income, debts, credit and mortgage status captured in one quick form.

Description

A buyer pre-qualification form helps agents find out early whether a prospective buyer can afford the homes they’re asking to see. Rather than spending weekends showing properties to people who aren’t ready, you capture a snapshot of their finances up front and focus your time on serious, qualified buyers.

It gathers annual income, current debts, employment status and an estimated credit score, and asks whether they’ve already been pre-approved for a mortgage. An open field for extra financial context, plus name, email and phone, lets you follow up and point them toward the right price range or a lender.

Customize the fields to match your market, restyle it in your brand colors, and embed it on your site so buyers pre-qualify before you ever load the car.

Form fields

Everything the Buyer Pre-Qualification Form above collects — 10 fields, so you can see exactly what it captures before you make it your own.

Buyer Pre-Qualification

  • Annual Income ($)

    Short Answer Icon
    Short Answer
  • Current Debts ($)

    Short Answer Icon
    Short Answer
  • Employment Status

    Short Answer Icon
    Short Answer
  • Estimated Credit Score

    Short Answer Icon
    Short Answer
  • Have you been pre-approved for a mortgage?

    Yes/No Icon
    Yes/No
  • Additional Financial Information

    Long Answer Icon
    Long Answer
  • Your Name

    Name Icon
    Name
  • Email Address

    Email Icon
    Email
  • Phone Number

    Telephone Icon
    Telephone
  • Authorization

    Multi-Select Icon
    Multi-Select
Use Template Arrow Right Icon

Template FAQs

Common questions about the Buyer Pre-Qualification Form — what it captures, when to use it, and how to make it your own.

What is a buyer pre-qualification form?

It’s a form real estate agents use to gauge a buyer’s finances before showing homes. It captures income, debts, employment and credit, and whether they’re pre-approved, so you can match them to the right price range and focus on buyers ready to move.

What information does it collect?

Annual income, current debts, employment status and an estimated credit score, plus whether the buyer has been pre-approved for a mortgage. An open field captures extra financial context, and name, email and phone let you follow up with the right homes or a lender referral.

When should a buyer complete it?

Early — ideally before the first showing. Pre-qualifying up front tells you what the buyer can realistically afford, so you show homes in range and don’t lose weekends to properties they were never going to close on. It also gets them thinking about financing.

Who is this form for?

Real estate agents and brokerages that want to qualify buyers before investing time in showings. It suits any agent who’d rather work with serious, financially ready buyers than chase leads who can’t yet get approved for the homes they’re touring.

Why ask if they’re pre-approved?

A pre-approval means a lender has already vetted the buyer’s finances, so they can move fast and make a credible offer. Knowing up front whether they have one tells you how ready they really are, and whether to connect them with a lender before you start showing homes.

Is this form free to use?

Yes — it’s free. Create a Fun Forms account, customize the fields to match your market, restyle it to your brand, and embed it on your website with no coding. Pre-qualified buyers then land in one place, ready for you to line up the right showings.