Mortgage Pre-Qualification Form

Evaluate a home buyer’s mortgage readiness by collecting property goals, income, debts, credit history, down payment, and other information needed for pre-qualification.

Finance & Fintech

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Related topics

  • Co-Borrower
  • Credit Score
  • Debt-to-Income Ratio
  • Down Payment
  • First-Time Home Buyer
  • Home Buying
  • Home Loan
  • Household Income
  • Income Verification
  • Mortgage Application
  • Mortgage Eligibility
  • Mortgage Pre-Qualification
  • Property Financing
  • Real Estate
  • Mortgage

Mortgage Pre-Qualification Form

The Property & Target Loan Goal

Purchase Timeline

When are you planning to buy a home?

Right away (Under contract / Offer submitted)
In the next 1 to 3 months (Actively looking)
In the next 6+ months (Just researching)
Property Usage
Primary Residence
Second / Vacation Home
Investment / Rental Property
Target Property Price

estimated purchase price of the home

12345
Down Payment Amount
5%
10%
20%

Employment & Income Streams

Primary Income Source
W-2 Salaried Employee
1099 Self-Employed / Freelancer
Business Owner
Retired
Other
Please specify...
Gross Annual Household Income

Total income before taxes.

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Co-Borrower Status
Yes
No

Co-Borrower Employment & Income Streams

Primary Income Source
W-2 Salaried Employee
1099 Self-Employed / Freelancer
Business Owner
Retired
Other
Please specify...
Gross Annual Household Income

Total income before taxes.

12345

Monthly Debt & Financial Liabilities

Current Housing Cost
12345
Monthly Debt Checklist

Active monthly paymentsCar e.g Loans / Leases, Student Loans

Add your values one by one

Credit History & Identity Screening

Estimated Credit Score Tier
Excellent (740+)
Good (680–739)
Fair (580–679)
Poor (Below 580)
First-Time Home Buyer Status

Special government down-payment grants check

Yes
No
Basic Contact Data
Full Legal Name
Phone Number
Email Address

Legal Acknowledgements & Consent

Soft Credit Pull Permission
Acceptance required
Bankruptcy / Foreclosure Declaration

Had a bankruptcy or home foreclosure in the last 7 years

Yes
No
Document Upload
Want to speed up your official approval? Upload your 2 most recent tax returns or pay stubs here.
Upload most recent tax returns or pay stubs
Upload filesImages · PDF and documentsMinimum 1 · Maximum 5 files · Up to 1 MB each

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