Improve the way you collect and manage mortgage applications with JotForm’s free online Mortgage Pre-Approval Process Template! Each submission you receive through your mortgage loan application form will be automatically denied if the client’s credit score is below 600 — or whatever number you set it to. Applications above that number will be forwarded onto your mortgage consultant. Once that person has given the applicant’s assets and income a final check, they will approve or deny it, triggering an autoresponder email informing the client of your decision.
Feel free to quickly add more approvers, set up notifications and conditional logic, and customize your Mortgage Pre-Approval Process Template’s design with our drag-and-drop builder. Your mortgage consultant can seamlessly respond to applications from JotForm Inbox, and as form owner you can manage your approval flow on any device. Eliminate back-and-forth emails and phone calls and streamline your pre-approval process with an automated Mortgage Pre-Approval Process Template.