Price, deposit and income, with calculations that work out the rough loan-to-value and income multiple for the broker, kept with each enquiry. Second applicant questions only appear when two are applying, and the deal end date only for a remortgage.
Mortgage brokers and advisers who want the basic numbers before the first call. The figures are what the person typed, worked out roughly; the form recommends nothing.
Every question in this template
The pages as a respondent meets them. Pick any question to open it in the live preview above.
- Page 1Questions6 questions
- Page 2The numbers5 questions
- Page 3Timing3 questions
- ThenThank you
Your broker will go through the figures with you and work out what you could borrow. We'll call within a working day.
Conditional logic is already set up
Every answer, in one place
Each response lands in your inbox as a card like this one, with an email to you if you want it. People who stop part-way are kept too, with the answers they gave.
- Partial answers and drop-off by question, on every plan
- CSV, JSON and PDF on every plan, Excel on Pro
- Sheets, Slack, Notion, Airtable, HubSpot and webhooks on Pro
Maya OkaforMortgage enquiry · just nowNew- Your name
- Maya Okafor
- Your email
- maya@northstar.co
- Your phone number
- +44 20 7946 0321
- What are you looking to do?
- Buy my first home
- Is it only you, or are two of you applying?
- Only me
- The other applicant's name
- Maya Okafor
and 8 more answers
Three steps, a couple of minutes
- Use this template1Make it your own copyIt becomes a draft in your account. Nothing you change touches the original.
- Reword, reorder, re-theme2Change anythingQuestions, pages, logic, theme and logo. It is an ordinary form from here on.
- formkit.app/you/mortgage-enquiry3Publish and shareYour own link, a QR code or an embed. Every answer lands in one inbox.
What this form can also do
Questions about this template
Can I keep the form private?
Yes. Any form can have a password, so only the people you send it to can open it. Answers travel over HTTPS, and you can delete responses whenever you need to.
How accurate is the loan-to-value?
It is the price less the deposit, divided by the price, from the figures the person typed. Treat it as a rough guide for the first conversation. Calculations are on Pro.
Does the AI reply recommend products?
No. On Pro, it thanks them, says a broker will call and lists papers worth having ready, and every reply waits for a person to approve it.