Mortgage Brokers

Loan Application

Guide borrowers through a complete loan application before the first call. They fill income, assets, employment, and authorization at their own pace — you receive an accurate, complete application ready for your LOS.

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How to use this template

Set up once. Reuse for every client.

1

Upload your loan application form

Upload your URLA (1003), short-form application, or proprietary application PDF. Map the fields once.

2

Send borrowers a unique interview link

The borrower and co-borrower receive a secure link and complete the application at their own pace — gathering documents before answering.

3

Application fills from interview answers

Every field — income, assets, liabilities, employment history, credit authorization — fills automatically from the structured interview.

4

Download the complete, signed application

Download the pre-filled application with OTP-verified identity and signed credit authorization. Enter into your LOS once.

What the template collects

Fields covered in the guided interview.

Borrower and co-borrower personal informationCurrent and previous address (2 years)Current employer name, address, phoneEmployment type and start dateMonthly gross incomeSecondary income sourcesChecking and savings account balancesRetirement and investment account balancesReal estate owned (if applicable)Monthly liability paymentsLoan purpose and property addressProperty type and intended useGovernment monitoring informationCredit authorization signature
Re-disclosure: Loan applications may trigger disclosure requirements under RESPA and TILA. Ensure your application collection process is consistent with your compliance obligations, including the timing of initial disclosures.

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