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Form template · Mortgage pre-approval

Mortgage Broker Contact Form Template

Mortgage leads need phone first — every minute of delay drops conversion by a measurable percentage. The form captures loan purpose, credit range, and a phone number that goes straight to your dialler.

Use this template — freeSee setup steps
  • 500 free total
  • No PHP · no SDK
  • One POST endpoint
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This template is one of our free HTML form templates. See more form templates by industry.

Pick your mortgage broker contact form — one click to use it

Every template is free and fully editable in the drag-drop builder — swap fields, colors, and the button label before you publish.

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No backend code

No server, API route, or SDK — your Mortgage Broker Contact Form posts straight to one endpoint.

Straight to your inbox

Every submission is emailed to you and saved to a searchable dashboard — spam filtered before it reaches you.

Copy-paste ready

It's plain HTML you own — paste the Mortgage Broker Contact Form snippet, swap in your access key, and ship.

Copy and ship

Your Mortgage Broker Contact Form, ready to paste.

HTML by default — the same field set also renders as React, Next.js, PHP, and cURL in your dashboard. Every variant posts to the same /api/submit endpoint. Replace YOUR_ACCESS_KEY with the key from your dashboard; that's the only edit.

Use this template — free
form.html
<form action="https://splitforms.com/api/submit" method="POST">
  <input type="hidden" name="access_key" value="YOUR_ACCESS_KEY">
  <input type="hidden" name="subject" value="New pre-approval request">

  <label for="name">Full name *</label>
  <input id="name" type="text" name="name" placeholder="Priya Patel" required>
  <label for="email">Email *</label>
  <input id="email" type="email" name="email" placeholder="[email protected]" required>
  <label for="phone">Phone *</label>
  <input id="phone" type="tel" name="phone" placeholder="+1 555 0142" required>
  <label for="purchase_price">Target purchase price *</label>
  <select id="purchase_price" name="purchase_price" required>
    <option value="">Choose…</option>
    <option>Under $300k</option>
    <option>$300k–$500k</option>
    <option>$500k–$750k</option>
    <option>$750k–$1M</option>
    <option>$1M–$2M</option>
    <option>$2M+</option>
  </select>
  <label for="down_payment">Down payment ready *</label>
  <select id="down_payment" name="down_payment" required>
    <option value="">Choose…</option>
    <option>3–5%</option>
    <option>10%</option>
    <option>15%</option>
    <option>20%</option>
    <option>25%+</option>
  </select>
  <label for="credit_score">Estimated credit score</label>
  <select id="credit_score" name="credit_score">
    <option value="">Choose…</option>
    <option>Below 620</option>
    <option>620–680</option>
    <option>680–740</option>
    <option>740+</option>
    <option>Not sure</option>
  </select>
  <label for="employment">Employment *</label>
  <select id="employment" name="employment" required>
    <option value="">Choose…</option>
    <option>W-2 employee</option>
    <option>Self-employed</option>
    <option>1099 contractor</option>
    <option>Retired</option>
    <option>Other</option>
  </select>
  <label for="timeline">When are you buying? *</label>
  <select id="timeline" name="timeline" required>
    <option value="">Choose…</option>
    <option>This month</option>
    <option>1–3 months</option>
    <option>3–6 months</option>
    <option>6+ months</option>
  </select>
  <label for="first_time">First-time buyer?</label>
  <select id="first_time" name="first_time">
    <option value="">Choose…</option>
    <option>Yes</option>
    <option>No</option>
  </select>

  <!-- honeypot — bots fill every field -->
  <input type="checkbox" name="botcheck" style="display:none" tabindex="-1" autocomplete="off">

  <button type="submit">Send</button>
</form><p class="splitforms-attribution" style="margin-top:12px;font-size:11px;color:#888;text-align:right">
  Powered by <a href="https://splitforms.com" style="color:#888;text-decoration:none" target="_blank" rel="sponsored noopener">splitforms</a>
</p>

<!-- drop-off analytics + partial leads (the form works without it) -->
<script src="https://splitforms.com/embed.js" async></script>

How to add it

How to add a Mortgage Broker Contact Form to your site.

To add a Mortgage Broker Contact Form to your site you need three things: a free splitforms access key, the HTML snippet above, and your key pasted into it. No backend, database, or CAPTCHA library — the form posts to one URL and every submission lands in your inbox and dashboard.

Capture loan purpose and amount

Required: purpose (purchase / refinance / cash-out / pre-approval), property type, estimated loan amount, estimated credit score range.

SMS the LO immediately

Webhook to Twilio — the LO gets a text with the lead's name, phone, and loan purpose within seconds. Speed-to-lead under 5 minutes triples close rate vs 30 minutes.

Trigger soft-pull pre-qual

Auto-respond with a soft-pull pre-qualification link (LendingTree, MeridianLink, or your LOS). Pre-qualified leads close 4-6x more often than uncredit-checked leads.

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What's included

What's in this Mortgage Broker Contact Form template?

Mortgage is the most time-sensitive lead category in finance. A buyer who fills out a pre-approval form expects a call within 5 minutes — by 30 minutes they've inquired with two other lenders and the deal is gone. The form captures loan purpose (purchase / refi / cash-out), property type, estimated credit range, and target loan amount. Phone is non-negotiable; email-only leads are 10x harder to close. Webhook the submission directly to the LO's mobile so they can return the call before the lead has finished researching the next broker. Speed-to-lead matters — webhooks into Twilio / Encompass / Floify in 5 minutes.

  • Mortgage pre-approval — 9 ready-made fields
  • HTML, JS, React, PHP, and cURL outputs
  • One POST endpoint, no SDK — honeypot and spam scoring, no CAPTCHA
What's included with the Mortgage Broker Contact Form Template

Where submissions go

Where do your Mortgage Broker Contact Form submissions go?

Reply-to is wired to the visitor's email, so one tap on Reply answers them directly — while the built-in honeypot and automatic spam scoring filter out bots before they reach you. Every submission is emailed to your inbox and can forward to a webhook or Slack the moment a visitor hits send.

  • Reply-to wired to the visitor's email — reply straight from your inbox
  • Honeypot and automatic spam scoring filter bots, no CAPTCHA friction
  • Live dashboard, CSV export, and signed webhooks on paid plans
Spam-filtered submissions from the Mortgage Broker Contact Form Template

How SplitForms works

What happens after someone submits your form?

splitforms receives the submission, filters spam, saves it to your dashboard and emails you — then, on paid plans, sends it on to your webhooks and integrations. No backend infrastructure to build.

A SplitForms contact form submission launching straight to your inbox

Add your endpoint

Point your form to your unique SplitForms endpoint. That's it.

HTML form pointing at a SplitForms submit endpoint

Receive submissions

We instantly capture and organize every submission in your inbox.

Submissions inbox with searchable leads and status pills

Route anywhere

Send data to email, spreadsheets, CRMs, webhooks, and 7,000+ apps.

Generic integration tiles for email, sheets, chat, CRM, automate, and webhook
Start FreeRead the Docs

No credit card required. Set up in under 60 seconds.

Connect & automate

Where can submissions go besides email?

On paid plans, submissions can also go to Slack, Discord, Google Sheets, Notion, Airtable, Zapier or any signed webhook — and splitforms works on the platforms you build on, from WordPress and Shopify to Next.js. With Stripe connected, your forms can take payments too.

Connect your SplitForms form to Slack, Google Sheets, Mailchimp, Zapier and more
StripePaymentsDiscordMessagingTelegramMessagingGoogle SheetsSpreadsheetNotionDatabaseMailchimpEmailMakeAutomationWebhookCustomWordPressPlatformShopifyPlatformFramerPlatformNext.jsFrameworkHTMLFramework
SlackMessagingWhatsAppMessagingTeamsMessagingAirtableDatabaseHubSpotCRMZapierAutomationn8nAutomationMCP / AIAgentsElementorPlatformWebflowPlatformCarrdPlatformReactFramework
NewTake payments on your formsDeposits, bookings, order forms — submitters check out through Stripe and the money goes straight to your Stripe account. Included on every paid plan.See plans →
View all integrations →

Setup guides for the stacks you use

HTMLReactNext.jsAstroWebflowWordPress

Questions

Mortgage Broker Contact Form questions.

View all FAQs
Is this TRID / RESPA compliant?

The form captures intent only — no TRID-triggering loan disclosures happen until the LO does the formal application. As long as the form doesn't promise a specific rate or term, you're outside TRID's 6-element trigger. Standard practice; consult your compliance officer.

Can I integrate with Encompass / Floify / Loan Sifter?

Yes — webhook the JSON. Encompass and Floify both accept inbound webhooks via Zapier. Lead lands in your LOS as a prospect with contact and loan-purpose pre-filled.

How critical is the phone field?

Non-negotiable — make it required. Email-only mortgage leads close at 1-2%; phone leads close at 8-12%. The masked-phone variant ensures you get clean, dialable numbers.

What about lead-generation services like LendingTree?

LT-style leads cost $30-100 each, are sold to multiple lenders, and the borrower is shopping. Your own form on your own site is free, exclusive, and the borrower came to you specifically. Both channels matter; your own form is the higher-quality stream.

Simple pricing

How much does splitforms cost?

Free gives you 500 submissions for $0 — no card, no time limit. Pro is $5/month for 5,000 submissions a month, and Annual is $49/year for 15,000 a month with every Pro feature.

Free

$0— 500 submissions
 

No card, no time limit

Best for testing

For side projects and indie devs.

  • 500 free submissions
  • Unlimited forms
  • Email notifications included
  • Smart spam filtering
  • Submissions dashboard
  • Redirect after submit
  • MCP server included
Get Started
Recommended

Pro

$5/ month
Billed monthly

Every paid feature, for agencies and growing products.

  • 5,000 submissions / mo
  • Unlimited forms
  • Webhooks and integrations
  • CC/BCC, auto-replies and routing
  • File uploads with 500 MB storage
  • Stripe payments on your forms
  • 3 team seats
  • Cancel anytime

Annual

$49/ year
About $4.08/mo, billed yearly
Best value

Every Pro feature with triple the volume — $0.27 per 1,000 at full use.

  • 15,000 submissions / mo
  • Unlimited forms
  • Everything in Pro
  • File uploads with 5 GB storage
  • 3 team seats
  • Priority email support

No credit card required on Free • Cancel anytime • Full pricing and FAQ