Loan Application Form
Take a lending application in one pass. Amount and term, income and outgoings, supporting documents, and the consent to run checks.
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- Fields
- 25 questions
- Theme
- Midnight, switchable in the preview
- Updated
- 10 August 2026
Categories
- Finance
- Application Forms
- Finance Forms
- Credit Forms
Ideal for
- Lenders
- Credit unions
- Finance brokers
Best used in
- Consumer lending
- Business finance
About this template
An underwriter needs the same six numbers on every file. This form collects them in order: the amount and term requested, gross annual income, other monthly income, the housing payment, and what is already going out on other borrowing.
Asking for outgoings alongside income is what makes the application assessable rather than merely complete. Two applicants on identical salaries are not the same risk once rent and existing repayments are on the page, and the difference shows before anyone opens a statement.
Set the terms you actually lend over, and adjust the document uploads to the evidence your process accepts. Regulated lenders should add the disclosures and affordability wording their regime requires before publishing.
Templates are a starting point, not legal or professional advice. Where a form carries consent, medical, or contractual wording, have somebody qualified review it against the rules that apply to you before you publish.
Fields in this template
- What is the loan for?*Dropdown
- Amount requested*Number
- Repayment term*Dropdown
- Full legal name*Short text
- Date of birth*Date
- Email address*Email
- Phone number*Phone
- Home address*Address
- Housing status*Dropdown
- Number of dependantsNumber
- Employment status*Dropdown
- Employer nameShort text
- Years in your current roleDropdown
- Gross annual income*Number
- Other monthly incomeNumber
- Monthly rent or mortgage payment*Number
- Total monthly repayments on other borrowingNumber
- Upload your most recent payslipsFile upload
- Upload three months of bank statementsFile upload
- Upload photo identificationFile upload
- Have you been bankrupt or defaulted in the last six years?*Single choice
- Anything the underwriter should know?Long text
- Please confirm*Multiple choice
- Applicant signature*Signature
- Date signed*Date
Every field can be renamed, reordered, made optional, or removed once the template is open in the builder.
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About you
Full nameDate of birthEmail addressPhone numberCurrent addressIs this a sole or joint application?SoleJointIncome
Employment statusEmployer nameCollect the income, the deposit, and the credit picture needed to give a borrower a realistic figure rather than a guess.