Mortgage Pre-Qualification
Affordability pre-check capturing income, deposit, commitments and property target.
A ready-to-use finance, insurance & tax form for advisers, brokers and finance teams: 13 questions, 2 pages.
- Questions
- 13
- Pages
- 2
- Layouts
- classic
Also filed under
Live preview and test console
This is the real form. Answer it to test the flow — nothing is sent or stored.
Page 1 of 2 — About you
This template runs as a straight sequence — no branching rules.
Compliance checklist
- Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
- Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
- Financial disclaimer present — passingThis form does not provide financial, tax or legal advice. Any figures shown are indicative only and are not an offer of credit or a guarantee of terms. Please seek advice from a regulated adviser before making a decision.
- Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.
What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.
Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.
Who this template is for
Mortgage Pre-Qualification is built for advisers, brokers and finance teams who need to collect structured financial detail with a clear audit trail.
- Advisers, brokers and finance teams working in finance, insurance & tax.
- Teams who need to collect structured financial detail with a clear audit trail without writing code or paying for a custom build.
- Anyone replacing incomplete applications that fail compliance review with one structured record per enquiry.
- Respondents are clients and applicants — the form asks them 13 questions across 2 screens.
Why this form is useful
It removes the cost of incomplete applications that fail compliance review and turns each submission into a record your team can act on immediately.
- 10 questions are required, so submissions arrive complete instead of needing a follow-up email.
- It collects a verified email address so replies and confirmations land.
- It captures a phone number for urgent follow-up.
- It captures a numeric value you can filter and sort on.
- Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.
- Every response is stored, searchable and exportable, so nothing depends on one person's inbox.
How to use this template
From copy to live form is a few minutes of work, and every step is reversible.
- 1Press “Use this template” — a fresh copy of Mortgage Pre-Qualification lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
- 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
- 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.
Logic and conditions blueprint
Exactly how this form behaves as it is answered.
- This template ships without branching rules, but it does use page-by-page progress with validation on each step.
- You can add branching yourself in the Logic tab — pick a question, a condition, and the field or page it should reveal, hide, require or skip to.
What this form asks
Every question is editable — rename it, make it optional, or delete it entirely.
Page 1 — About you
- Full namerequired
- Email addressrequired
- Phone number
- Application typerequired
- Employment statusrequired
Page 2 — Finances
- Gross annual incomerequired
- Combined annual income (if joint)
- Deposit availablerequired
- Monthly credit commitments
- Target property pricerequired
- Buyer typerequired
- Have you had credit issues in the last 6 years?required
- Agreementrequired
13 questions in total.
Works in this layout
Forms that overlap this one
These pages cover the same subject ground as the mortgage pre-qualification, matched on the words people actually search for.
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Tax Return Client Intake
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Affiliate Payout Details
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Bookkeeping Client Intake
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Business Formation Intake Form
accountingapplicationclaimclientcredit
Privacy & compliance
This form collects identity or financial details. Enable encrypted answers on the sensitive fields, avoid emailing full values in notifications, and delete responses once the check is complete.
Frequently asked questions
Is the Mortgage Pre-Qualification template free to use?
Yes. You can preview and test Mortgage Pre-Qualification on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.
What does the Mortgage Pre-Qualification template ask for?
It asks 13 questions across 2 pages, 10 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.
Can I edit the Mortgage Pre-Qualification form after copying it?
Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic layout, restyle it to match your brand, and set who gets notified on each submission.
Can I add conditional logic to this finance, insurance & tax form?
Yes. The template runs as a straight sequence out of the box, and you can add show, hide, require or skip rules in the Logic tab — pick a question, a condition, and the field or page it should affect.
Where do responses to the Mortgage Pre-Qualification form go?
Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.
Can I embed the Mortgage Pre-Qualification form on my own website?
Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.
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