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86 templates

Internal Application Form

Banking
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Banking

Internal Application Form

An application for one or two applicants that captures employment, income, tax history and credit background alongside available down payment funds, the target purchase area and the referral source. Advisors receive everything needed to assess affordability in a single submission.

What's included

  • Applicant 1 – First name
  • Applicant 1 – Last name
  • Applicant 1 – Email
  • Applicant 1 – Phone
  • Applicant 1 – Employer
  • Applicant 1 – Job title
  • Applicant 1 – Length of employment
  • Applicant 1 – Type of income
  • +39 more

7 pages · 47 fields

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Investment Risk Assessment Questionnaire

Banking
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Banking

Investment Risk Assessment Questionnaire

Ask clients about their time horizon, priorities and how they would react to market drops to gauge how much risk they can live with. Built for financial advisors who need to back up their recommendations.

What's included

  • Client details
  • Your name
  • Your email
  • Your mobile number
  • Given your goals, when do you expect to start withdrawing money?
  • Once withdrawals start, how long does the money need to last?
  • It is important to you to:
  • You have $100,000 invested at the start of the year. The chart shows the possible range of values for five hypothetical portfolios after one year. Which one are you most comfortable with?
  • +4 more

1 page · 12 fields

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Investment Trust Membership Form

Banking
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Banking

Investment Trust Membership Form

Signs up new members of an investment trust or club with their personal, employment and contact details. It also records a next of kin and the member's signed consent.

What's included

  • Full name
  • Date of birth
  • Sex
  • Marital status
  • Employment status
  • Mobile number
  • Permanent address
  • Email
  • +8 more

1 page · 16 fields

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Investor Profile Questionnaire

Banking
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Banking

Investor Profile Questionnaire

Walk a client through the purpose of their portfolio, their finances, time horizon and attitude to losses, step by step, to arrive at a profile score. Designed for investment advisors working with individual clients or couples.

What's included

  • Date
  • Client name
  • Co-client name
  • Advisor name
  • What is the purpose of your portfolio? Choose the best fit
  • What is your main goal for the portfolio?
  • Which range includes your age?
  • Which range best matches your family's annual pre-tax income (including pensions)?
  • +13 more

7 pages · 21 fields

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Investor Survey

Banking
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Banking

Investor Survey

Measure how your investors feel about returns, transparency and company communication, and find out whether they would invest again. Useful for investor-relations teams and founders working to strengthen shareholder trust.

What's included

  • How satisfied are you with the return on your investment?
  • How likely are you to recommend us to other investors?
  • Do you feel well informed about our financial results and plans?
  • Rate the transparency of our financial updates and company news
  • What gives you confidence in our future success? (select all that apply)
  • Where could we improve to serve investors better? Please share your suggestions
  • Would you be interested in future investment opportunities with us?

1 page · 7 fields

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KYC Form

Banking
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Banking

KYC Form

Gathers the personal details, addresses and supporting documents a know-your-customer check requires. Made for banks, lenders and firms that must verify clients before opening an account.

What's included

  • Applicant name
  • Father's or spouse's name
  • Gender
  • Marital status
  • Date of birth
  • Nationality
  • Residency status
  • Tax ID number (PAN)
  • +16 more

1 page · 24 fields

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Loan Application Form

Banking
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Banking

Loan Application Form

An application for banks and lenders covering the requested amount, loan purpose, personal details, employment and income. Includes consent to a credit check and a statement that the information is accurate.

What's included

  • Loan Purpose
  • Name
  • Birth Date
  • Marital Status
  • Email
  • Phone
  • Address
  • How long have you lived at this address?
  • +9 more

1 page · 17 fields

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Loan Estimate

Banking
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Banking

Loan Estimate

Lays out the key terms of a mortgage in one place: loan term, projected payments, closing costs and lender contact details. Built for lenders who want applicants to see a clear cost breakdown before the loan closes.

What's included

  • Date Issued
  • Loan ID
  • Loan Type
  • Sales Price
  • Loan Term
  • Purpose
  • Property
  • Loan Terms
  • +18 more

3 pages · 26 fields

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Loan Guarantor Application

Banking
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Banking

Loan Guarantor Application

Collects identification, address history, employment status and income from the individual willing to back someone else's borrowing. A personal referee and an uploaded ID document round out the file. Lenders and landlords can weigh the strength of the backing before approving anything.

What's included

  • Full name
  • Phone number
  • Email
  • Date of birth
  • National insurance number
  • What is your employment status?
  • Employer name and address
  • Employer phone
  • +15 more

1 page · 23 fields

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Loan Repayment Request

Banking
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Banking

Loan Repayment Request

Lets borrowers, such as students, ask for help repaying a loan by stating its type, term and the amount requested. It also captures the officials who recommend, certify and approve the request, plus the lender’s contact details.

What's included

  • Title
  • Name
  • Email
  • Phone Number
  • Loan Type
  • Loan Term
  • Loan Amount
  • Loan Repayment Amount Requested
  • +15 more

1 page · 23 fields

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Loan Signing Appointment Request

Banking
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Banking

Loan Signing Appointment Request

Helps mortgage lenders and signing agents schedule a document signing around the borrower’s availability. It gathers contact details, preferred days and times, and the services the client needs.

What's included

  • Full Name
  • Phone
  • Email
  • Address
  • What days work best for you?
  • What time works best for you?
  • Any specific date or time?
  • What services are you interested in?
  • +1 more

1 page · 9 fields

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Loan Verification

Banking
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Banking

Loan Verification

Borrowers use it to confirm their personal details, income, employment and current debts so the lender can validate the application. Useful for banks and credit unions checking information before approving credit.

What's included

  • Full Name
  • Email
  • Phone Number
  • Address
  • Date of Birth
  • Annual Income
  • Employment Status
  • Employer
  • +7 more

1 page · 15 fields

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Loss Mitigation Application

Banking
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Banking

Loss Mitigation Application

Homeowners struggling to keep up with mortgage payments can use this application to ask their loan servicer for relief. It gathers loan details, monthly income and expenses, the cause of the hardship and the kind of help being sought.

What's included

  • Name
  • Property address
  • Mailing address (if different from the property)
  • Phone number
  • Email
  • Best time to contact you
  • Loan number
  • Loan servicer
  • +12 more

1 page · 20 fields

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Member Direct Deposit Authorization

Banking
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Banking

Member Direct Deposit Authorization

Collects the banking details an association needs to pay its members electronically instead of by cheque. It covers identification, the associated programme, the account type, a supporting bank document and a signed authorisation. Suitable for treasurers, residents associations and student or community programmes.

What's included

  • Today's date
  • Member identification number
  • Full legal name
  • Email address
  • Associated program name
  • Bank name
  • Account type
  • Bank routing number
  • +4 more

1 page · 12 fields

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Merchant Services Application Form

Banking
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Banking

Merchant Services Application Form

Collects everything needed to onboard a business that wants to accept card payments, including company, owner, banking and sales volume details. Built for payment processors and banks reviewing new merchant accounts.

What's included

  • Legal business name
  • Doing business as (DBA) name
  • Ownership type
  • Legal address
  • Is your DBA information the same as your legal information?
  • Business location (if different from legal address)
  • When was your business founded?
  • Where would you like to receive mail?
  • +35 more

3 pages · 43 fields

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Microfinance Loan Application and Agreement

Banking
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Banking

Microfinance Loan Application and Agreement

Brings together the personal, banking, employment and reference details of someone applying for a small loan. It also lays out the amount, fees and repayment plan, and captures the signatures that make the agreement binding.

What's included

  • Application introduction
  • Applicant name
  • Personal details
  • Name
  • Gender
  • Other gender (please specify)
  • Date of birth
  • Maiden surname
  • +100 more

1 page · 108 fields

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Mobile Banking Survey

Banking
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Banking

Mobile Banking Survey

Ask customers how often they use your banking app, which features they rely on and how secure it feels. Helps banks and credit unions decide what to improve next.

What's included

  • How often do you use mobile banking?
  • On a scale of 1-5, how satisfied are you with the app?
  • Which features do you use most? (Select all that apply)
  • How easy is the app to use?
  • What improvements would you like to see in the app?
  • Are you satisfied with the app's security features?

1 page · 6 fields

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Money Order Refund Request

Banking
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Banking

Money Order Refund Request

Lets customers ask for a refund on a money order that was lost, damaged or never used. It captures the requester's details, the money order number and amount, the purchase date and the reason. Intended for banks, credit unions and money transfer agencies.

What's included

  • Name
  • Address
  • Phone number
  • Email
  • Money order number
  • Date of purchase
  • Amount
  • Purchaser's name (if different)
  • +4 more

1 page · 12 fields

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Mortgage Application

Banking
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Banking

Mortgage Application

Prequalify prospective home buyers with quick questions about the property they want, their credit, income and savings on hand. Ideal for lenders and mortgage advisors who need to screen leads before the first call.

What's included

  • What type of home are you looking for?
  • Is this your first property purchase?
  • If you qualify, how soon would you like to buy?
  • What is your (estimated) credit score?
  • What will the property be used for?
  • Estimated purchase price of the new property
  • Have you filed for bankruptcy in the last 2 years?
  • Can you provide proof of income?
  • +7 more

14 pages · 15 fields

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Mortgage Calculator

Banking
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Banking

Mortgage Calculator

Enter the loan amount, yearly interest rate and term in years to get an instant estimate of the monthly payment. Handy for banks, lenders and buyers comparing financing options.

What's included

  • Loan amount ($)
  • Annual interest (%)
  • Loan term (years)

1 page · 3 fields

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Mortgage Deferral Request

Banking
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Banking

Mortgage Deferral Request

Lets mortgage holders ask their lender to temporarily postpone installments during financial hardship. It gathers borrower and co-borrower details, the account number, the requested period and signatures.

What's included

  • Request date
  • Customer name
  • Joint mortgage?
  • Co-borrower name
  • Account number
  • Address
  • Contact number
  • Email address
  • +3 more

1 page · 11 fields

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Mortgage Discharge Request

Banking
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Banking

Mortgage Discharge Request

Ask the lender to remove the mortgage from the property title once the loan has been fully repaid. It captures borrower and lender details, the loan reference, proof of the final payment and a signature.

What's included

  • Name
  • Borrower's full name
  • Borrower's address
  • Phone number
  • Email
  • Mortgage lender's name
  • Mortgage reference number
  • Property address
  • +9 more

1 page · 17 fields

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Mortgage Payoff Statement Request

Banking
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Banking

Mortgage Payoff Statement Request

Borrowers use it to ask their lender for the exact amount needed to pay off the mortgage by a chosen date. It includes loan and property details plus an authorizing signature.

What's included

  • Borrower name
  • Borrower phone number
  • Property address
  • Mortgage loan number
  • Lender address
  • Mortgage amount
  • Payoff good through
  • Borrower signature

1 page · 8 fields

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Mortgage Pre-Approval Checklist

Banking
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Banking

Mortgage Pre-Approval Checklist

Brings together in one step the details a lender reviews before pre-approving a home loan: employment, income, down payment, credit score and property information. Made for buyers getting ready to apply.

What's included

  • Full name
  • Email
  • Phone number
  • Current address
  • Date of birth
  • Employment status
  • Annual income
  • Down payment amount
  • +5 more

1 page · 13 fields

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Online Banking Enrolment Form

Banking
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Banking

Online Banking Enrolment Form

Lets a customer request access to digital banking without visiting a branch. It captures personal details, the account to be linked, the level of operations needed and a signature of acceptance. Ideal for banks, credit unions and finance companies digitising their service sign-up.

What's included

  • Full name
  • Email address
  • Phone number
  • Date of birth
  • Address
  • Digital banking services requested
  • Account number
  • Account type
  • +1 more

1 page · 9 fields

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Property Lender Application

Banking
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Banking

Property Lender Application

Collect everything a property lender needs from a borrower: address history, employment, net worth, debts and details of the property being financed. It closes with the loan request, borrower experience and a signature.

What's included

  • Application instructions
  • Name
  • Email
  • Phone number
  • Date of birth
  • Residential status
  • Address 1 (list the last 5 years of addresses)
  • Time at address
  • +51 more

5 pages · 59 fields

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