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Web Form: Mortgage Refinance Form

Get some new mortgage business with this web form. It covers the basics. Then you can follow up by contacting your customers for more information. As this economy picks up again, get ready for more business.
 

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Financial Information

 

     Contact Person(s)

First Name: 

Last: 

 

First Name: 

Last: 

     Contact Information:

 

Select:  

Contact phone:

Best time to call:

 
 
 

Select:  

Alternate phone:

Best time to call:

 

 

Email: 

     Estimate Your Credit Score

Poor

Fair

Good

Excellent

 

     Property Information

Address: 

 

Address Line 2: 

City: 

State: 

Zip: 

     Type of Property:

Primary Residence

2nd Home

Investment

 

When Did You 
Purchase It? 

 

(Month/Year)
If not sure please estimate.

 

Purchase Price: 

Today’s Estimated Value: 

     Mortgage Information:

 

Are You In Foreclosure?

Yes

No

 

If So, When Is The Sale Date: 

   

   month / day / yr

     1st Mortgage:

Lender: 

Loan Balance: 

  if not sure please estimate

Type Of Loan: 

 

Current Interest Rate: 

Current Payment: 

 
       

Are Taxes & Insurance Included?

Yes

No

     Behind on Payments?

0

30 Days

60 Days

120 Days

120+ Days

 

     2nd Mortgage:

 

Lender: 

 

Loan Balance: 

  if not sure please estimate

 

Type Of Loan: 

 

Current Interest Rate: 

 

Current Payment: 

 
       

     Behind on Payments?

 

0

30 Days

60 Days

120 Days

120+ Days

 
 
 

 
Comments:

 

 

 
 

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