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Client intake form template for mortgage brokers

A complete mortgage file on day one beats three weeks of document ping-pong. This intake form collects identity, income, assets, debts and property details — the core of any application.

1. Full legal name, date of birth, SSN/ID, contact details?
2. Are you applying alone or with a co-borrower?
3. What is the property address (or target price range if not found yet)?
4. Is this a purchase, refinance or renewal?
5. What is the purchase price and planned down payment?
6. Employment status: employed, self-employed, retired?
7. Employer, position, and length of employment?
8. Annual gross income (and other income sources)?
9. Monthly debt payments: cards, loans, leases, alimony?
10. Approximate credit score range? Any past bankruptcies?
11. Liquid assets available for down payment and closing costs?
12. What is the target closing date?
13. Are you working with a real estate agent? Their contact?

How to use this intake form

• Ask for documents as files in the same flow, not 'later by email'.
• Clarify employment type early — self-employed files need more.
• Confirm the timeline: purchase closing date drives everything.