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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.

  • 500 free / mo
  • No PHP · no SDK
  • One POST endpoint
Live template preview

Pick your mortgage broker contact formone 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.

Best match
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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="priya@example.com" 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>

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.

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 classifier, 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 spam classifier 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 spam classifier 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

From form to workflow in 3 simple steps.

Connect your form, collect every submission, and send data where it needs to go — without building backend infrastructure.

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

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

Connect & automate

Connect your favorite tools and automate everything

SplitForms works with the destinations you route to and the platforms you build on — from Slack and Sheets to WordPress, Shopify, and Next.js.

Connect your SplitForms form to Slack, Google Sheets, Mailchimp, Zapier and more

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Testimonials

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40 quotes on record — from indie hacks to agency migrations.

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

Start free. Scale when you need more.

Choose a plan that fits your workflow — from a free form endpoint to full automations, exports, and higher submission limits.

Free

$0

Free forever

 
Best for testing

For side projects and indie devs.

  • 500 submissions / mo
  • Unlimited forms
  • Email notifications included
  • Honeypot spam filtering
  • Submissions dashboard
  • MCP setup stays free
  • No credit card required

3-Year

$59/ 36 months
was $99 · save 40% · new-user price

Pay $59. 3 years sorted.

  • 15,000 submissions / mo
  • Unlimited forms
  • Everything in Pro
  • Renews every 3 years
  • Long-term discount
  • Priority support included
  • Vote on the roadmap

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