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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Opens in the builder. Nothing is saved until you edit it. Or ask Claude or ChatGPT to build it.
- Fields
- 25 questions
- Layout
- Classic, every question on one page
- Theme
- Midnight, switchable in the preview
- Updated
- 10 August 2026
Categories
- Finance form templates
- Application Forms
- Finance Forms
- Credit Forms
Form type
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.
Build this form by asking Claude or ChatGPT
Connect Deoochform to Claude, ChatGPT, or any assistant that supports MCP, then send it the message below. It creates the loan application form from this template in your account and replies with a link. You can ask it to add, remove, or reword questions in the same chat before you share the form.
Make me a form in Deoochform from your Loan Application Form template, then send me the link to share.
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Frequently asked questions
- What should a loan application form collect?
- The amount and term, the purpose, income and outgoings, housing status, dependants, supporting documents, and consent to run checks. This template asks for all of them in one pass.
- Is this secure enough for financial details?
- Submissions are stored against your account and the form is served over HTTPS. Before launching, check the questions against your own regulatory obligations and drop anything you have no lawful basis to hold.
- Can applicants upload payslips and statements?
- Yes. Upload fields take payslips, bank statements and proof of address, so the documents arrive attached to the application instead of being chased afterwards.
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