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Mortgage Pre-Approval Form

Pre-approve mortgage applicants — income, down payment, employment and credit consent — so buyers shop with real borrowing power.

Description

A mortgage pre-approval form gives brokers and lenders what they need to tell a buyer how much they can borrow, before they start house-hunting. A pre-approval turns a hopeful buyer into a serious one — so capturing income, down payment, employment and credit consent up front lets you assess borrowing power and give them a figure they can shop with confidence.

It captures the applicant’s full legal name, contact details and current address, their estimated annual income and down payment, and their employment status and employer. A credit check authorization and a signature complete an application you can assess for pre-approval quickly and compliantly.

Customize the fields to match your process, restyle it in your brand colors, and embed it on your site so pre-approval requests arrive ready to assess.

Form fields

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

Mortgage Pre-Approval

  • Full Legal Name

    Name Icon
    Name

  • Email Address

    Email Icon
    Email

  • Contact Number

    Telephone Icon
    Telephone

  • Current Address

    Short Answer Icon
    Short Answer

  • Estimated Annual Income

    Short Answer Icon
    Short Answer

  • Estimated Down Payment

    Short Answer Icon
    Short Answer

  • Employment Status

    Single-Select Icon
    Single-Select

  • Employer Name

    Short Answer Icon
    Short Answer

  • Credit Check Authorization

    Multi-Select Icon
    Multi-Select

  • Applicant Signature

    Short Answer Icon
    Short Answer
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Template FAQs

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

What is a mortgage pre-approval form?

It’s a form buyers use to get pre-approved for a mortgage. It captures income, down payment, employment and credit consent, so a broker or lender can assess borrowing power and give the buyer a figure to shop with — turning a hopeful house-hunter into a serious one.

What does the form capture?

The applicant’s full legal name, contact details and current address, their estimated annual income and down payment amount, and their employment status and employer name. A credit check authorization and an applicant signature complete the application.

When would it be used?

Before a buyer starts seriously house-hunting. Getting pre-approved up front tells them their realistic budget, makes their offers credible to sellers, and speeds the eventual mortgage application — so the whole purchase moves faster once they find the right home.

Who is this form for?

Mortgage brokers, lenders and the buyers seeking pre-approval. It suits any broker or lender that wants pre-approval requests to arrive with income, deposit and credit consent captured, so borrowing power can be assessed quickly and buyers can shop with confidence.

Why require credit check authorization?

Assessing how much someone can borrow means checking their credit, which requires their explicit consent. Capturing that authorization on the form means the check can proceed without delay, so pre-approval is issued promptly and the buyer isn’t left waiting to know their budget.

Is this form free to use?

Yes — it’s free. Create a Fun Forms account, customize the fields to match your process, restyle it to your brand, and embed it on your website with no coding. Pre-approval requests then arrive complete and ready to assess.

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