Loan Application Form Template | Jotform (2024)

Loan Application Form Template | Jotform (68)Loan Application Form Template | Jotform (69)

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A loan application form is a document used by banks to collect the relevant information from a potential borrower when applying for a loan. Whether you run a bank or work in another financial service, use our free Loan Application Form template to manage loans online! Simply customize the form with your own logo, add your own questions, and start accepting loan applications in minutes. It’s ideal for remote applications — allowing you to collect the information you need, fast.

If you’re new to Jotform, our 100+ integrations make it easy to send collected responses to your accounts or storage services, including Google Drive, Dropbox, and Box. You can even set up automatic reminders, so you’ll never miss a deadline. With the power of our Online Loan Application, you can use the information you gather to decide whether or not to lend a borrower money.

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Loan Application Forms

37 Templates

Loan Application Form

A loan application form is a document used by banks to collect the relevant information from a potential borrower when applying for a loan.

Loan Application Forms

Call Back Form

A call back form is a survey that allows call center agents to request more information from a lead.

Loan Application Forms

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Loan Application Forms

Home Loan Application

A home loan application is a form that is used to get information from a potential borrower to determine if a loan can be approved. Just customize the form to match your requirements. No coding.

Loan Application Forms

Personal Loan Application Form

Accept loan applications online with a free Personal Loan Application Form. Embed in your bank or credit union’s website. Customize in seconds!

Loan Application Forms

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Loan Application Forms

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Banks and moneylenders can use this free Mortgage Loan Application Form to accept loan applications online. Integrate with third-party apps and CRM systems.

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About Loan Application Forms

Whether you’re a moneylender offering personal loans, business loans, home loans, or equipment loans, embedding a custom Loan Application Form into your website can streamline your workflow, save you time, and make it easier to process a large number of loan applications. And lucky for you, our Loan Application Form samples are free for anyone to use! Once candidates have submitted their applications online, you can easily view all submissions information within your secure Jotform account and quickly make well-informed decisions when processing loan applications.

Need your template to look a certain way? Personalize your Loan Application Form to match your needs in no time. Drag and drop to add your logo, change fonts and colors, and ask questions specific to your application. Explore our unique widgets and integrations to take your loan application form up a notch — gather legally-binding e-signatures, add your terms and conditions, and include a file upload field to accept supporting documents like payslips, proof of address, and bank statements. Save time, reduce paperwork, and streamline your loan application process with your choice of free Loan Application Form — you’ll never go back to paper applications again!

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Loan Application Form Template | Jotform (2024)

FAQs

How to fill in a loan application form? ›

Normally, you'll need to share your name, birthdate, physical address, mailing address, phone number, and email address. All of this information is designed to establish where you live, whether you're old enough to get a loan, and how to get ahold of you.

What is the standard loan application form? ›

Loan application forms are paperwork that includes detailed information on the borrowers. The form typically requests personal, financial, and employment information from the applicant, as well as information about the loan amount, purpose, and repayment terms.

How do I draft a loan application? ›

Take the following steps to write a business loan application letter:
  1. Include a header. ...
  2. Add a subject line. ...
  3. Start with a greeting. ...
  4. Give a summary of the request. ...
  5. Provide necessary business information. ...
  6. Explain the purpose of the business loan. ...
  7. Describe the plan to repay the loan. ...
  8. Close the letter.
Aug 11, 2023

What is the most common loan application form? ›

Filling out a 1003 form is the first step you'll take to getting preapproved for a mortgage. Officially known as the uniform residential loan application — URLA for short — the 1003 application gives your lender the information required to determine whether you qualify for the loan you're applying for.

Can I fill out a loan application online? ›

Online lenders, as well as many banks and credit unions, offer online loan applications. Applications are conveniently available 24 hours a day, so you aren't limited by the hours of a brick-and-mortar location. Additionally, there are few physical papers to deal with as all documents are uploaded electronically.

Do all personal loans require bank statements? ›

Not all personal loans require bank statements. The documentation required for personal loans depends on the lender.

How do I get my loan application approved? ›

To up your loan approval odds, work on bettering your credit score. Keep your debt-to-income ratio healthy. You should also offer to provide collateral or income proof to show you can pay back the loan. Make sure to pick the right type of loan for your financial situation.

What information is required on a loan application? ›

Loan Application

The application typically requires personal identification information, income verification, employment history, credit history and the desired loan amount. The lender may also inquire about the purpose of the loan, the borrower's existing debts and other relevant financial obligations.

How do I write a simple loan agreement? ›

Include key terms of the loan, such as the lender and borrower's contact information, the reason for the loan, what is being loaned, the interest rate, the repayment plan, what would happen if the borrower can't make the payments, and more. The amount of the loan, also known as the principal amount.

How to apply for a loan successfully? ›

Here are seven steps to guide you through the process.
  1. Check Your Credit Score. ...
  2. Calculate How Much You Need to Borrow. ...
  3. Calculate an Estimated Monthly Payment. ...
  4. Get Prequalified With Multiple Lenders. ...
  5. Compare All Loan Terms. ...
  6. Choose a Lender and Apply. ...
  7. Review the Offer and Accept the Loan.
Oct 11, 2023

What are the 4 steps in the loan application process? ›

The 5 basic steps of the loan approval process
  • Step 1: Gathering and Submitting Application & Required Documentations. The first step in obtaining any loan is to complete an application and submit the required documents. ...
  • Step 2: Loan Underwriting. ...
  • Step 3: Decision & Pre-Closing. ...
  • Step 4: Closing. ...
  • Step 5: Post Closing.
Apr 24, 2024

How to convince a bank manager for a loan? ›

What documents should you show?
  1. above all else, you write a business plan because you need it.
  2. your banker will inevitably ask for it.
  3. it is essential for persuading investors.
  4. it pledges the seriousness of your project.
  5. drawing up a business plan is easy and inexpensive.
  6. a business plan confronts the reality of your project.

How to fill a loan application form? ›

Home loan application form
  1. Check and gather everything from the list of documents required for the home loan.
  2. Log on to the official lender website and apply for a home loan by filling up the form with the following details.
  3. Personal information, i.e. name, address, date of birth.
  4. PIN code.
  5. Employment details.
  6. Monthly income.

What are the easiest loans to apply for? ›

What is the easiest loan to get approved for? The easiest types of loans to get approved for don't require a credit check and include payday loans, car title loans and pawnshop loans — but they're also highly predatory due to outrageously high interest rates and fees.

How to get approved for a loan every time? ›

You can improve your chances of getting a loan by following the seven tips below.
  1. Check the accuracy of your credit report. ...
  2. Improve your credit score. ...
  3. Prequalify before formally applying. ...
  4. Work on reducing your debt. ...
  5. Find ways to increase your income. ...
  6. Don't apply for too much money. ...
  7. Adding a cosigner or a co-borrower.
Aug 30, 2023

How do I fill out a loan agreement? ›

What to include in your loan agreement?
  1. The amount of the loan, also known as the principal amount.
  2. The date of the creation of the loan agreement.
  3. The name, address, and contact information of the borrower.
  4. The name, address, and contact information of the lender.

How to apply loan step by step? ›

How To Get a Personal Loan in 5 Easy Steps?
  1. Step 1: Determine your requirement. Figure out why you need a Personal Loan and how much you need. ...
  2. Step 2: Check loan eligibility. ...
  3. Step 3: Calculate monthly instalments. ...
  4. Step 4: Approach the bank. ...
  5. Step 5: Submit documents.

Do you fill out a loan application for a pre approval? ›

Preapproval is as close as you can get to confirming your creditworthiness without having a purchase contract in place. You will complete a mortgage application and the lender will verify the information you provide. They'll also perform a credit check.

When applying for a loan, what do they check? ›

Most personal loan lenders review your credit score, credit history, income and DTI ratio to determine your eligibility. While the minimum requirements for each of these factors vary for each lender, our recommendations include: Minimum credit score of 670.

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