Loan Pre-Qualification template
Give applicants an instant answer. This pre-qualification form collects the requested amount, employment, income and credit range, then applies your lending criteria and shows the applicant whether they pre-qualify. Approved applicants can be routed to your underwriting system with a webhook.
Auto-approval rules need Pro — the form itself works on Free.
What’s inside
- Instant pre-qualification result
- Knock-out on age and residency
- Income and credit scoring
- Webhook-ready for underwriting
Questions
11
Sections
2
Repeatable groups
No
Conditional logic
No
File uploads
None
Auto-approval
5 rules
Live preview
Fill it in to see conditional logic, repeatable groups and validation in action. Nothing is saved.
Questions in this template
Your loan
- How much would you like to borrow?required
- Purposerequired
- Termrequired
About you
- Full namerequired
- Emailrequired
- Agerequired
- Are you a permanent resident?required
- Employmentrequired
- Annual incomerequired
- Estimated credit scorerequired
- I confirm the information above is accurate.required
Approval rules
Approved when the score reaches 70% and every must-have passes. Respondents see their result.
- Age is at least
18Must-have - Are you a permanent resident? is
trueMust-have - Employment is one of
["full_time","part_time","self_employed"]+3 pts - Annual income is at least
30000+4 pts - Estimated credit score is one of
["excellent","good","fair"]+3 pts
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