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Mortgage & lending client intake business form template

Free business form template

Mortgage & lending client intake business form template

Ready-made forms keep the paperwork tidy for loan officers and mortgage brokers: estimates, receipts, sign-in sheets and work orders with your branding. Edit it free online, then download or print it.

Edit this template free

No sign-up needed to start. Your design is saved when you create a free account.

  • Change every word, colour, font and photo
  • Add your logo — or make one free with our logo maker
  • Download a PNG free, or a print-ready PDF with Pro or for $2.99

Available sizes

  • Business form (Letter) · 8.5 × 11 in
  • Half-sheet form 5.5 × 8.5 in · Receipt and order pads

How loan officers and mortgage brokers use this business form

Print a pad for the counter or job site, or fill it in on screen and save a PDF. Branded forms look more professional than generic pads and make it obvious who to call back. Worth including: your lender name and years helping buyers.

Avoid quoting a specific rate on printed pieces; rates change faster than you can reprint. Number your forms so you can find a job later.

What to put on it

  • Business name, logo and contact details
  • Numbered fields for date, customer and job
  • License number, if you need to show it
  • Space for a signature

Sizes and paper

This template comes in 2 sizes, including Business form (Letter) (8.5 × 11 in) and Half-sheet form 5.5 × 8.5 in. Plain paper is fine for in-house forms; for receipts and work orders, a print shop can make carbonless (NCR) pads.

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