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Design a form once. Send it, or put it on your website. Answers come back here. Reading a response never changes a client record on its own — staff tick what to copy across.
Needs review
4
Oldest waiting 2 days
Unlinked (from your website)
2
Link to a client or lead
In progress
6
1 overdue
Website leads (30 days)
11
From “Mortgage application”
By form
Work through
Farah Ahmedtoday 9:02
Mortgage application · From your website
Lead created: F. Ahmed · $185,000 2nd · 22 Maple Grove
Tom Wileyyesterday
Mortgage application · From your website
Not linked · $420,000 1st · Barrie
Samuel OduyaSep 28
Borrower information update
#1204 · 9 of 9 answered · 2 changes to your records
Karan SinghSep 27
Renewal questionnaire
#1098 · wants to renew · 12 months

Farah Ahmed — Mortgage application

Submitted today 9:02 AM · email checked with a code · v3 of the form
Needs review
Lead intake: a lead was created in the first pipeline stage — F. Ahmed · $185,000 2nd. The applicant was added as a contact and the lead owner (Priya Nair) was notified.
About you
First nameFarah
Last nameAhmed
Emailf.ahmed@email.com
Phone(905) 555-0133
The property
Street address22 Maple Grove Ave
City / ProvinceOakville, ON · L6J 4V2
Estimated property value$1,150,000
Property type · occupancyDetached house · I do (owner-occupied)
Existing mortgages$610,000
The mortgage you need
Amount requested$185,000
Position · purpose2nd mortgage · Debt consolidation
Term wanted12 months
Broker or referral—
Anything else?Consolidating two credit lines; closing needed by end of October.
Confirmation✓ I confirm the information I have given is accurate and I agree to be contacted about this application.
Example: a response from an existing client (Borrower information update · S. Oduya)
Mobile phone(647) 555-0199
On file: (647) 555-0148
EmployerLakeshore Logistics
On file: —
When this comes back, staff see the new answer beside what is on file and tick it to update the client. Nothing changes on its own.
Attached to
Lead · F. Ahmed Auto-created
Files
PDF
2026_Tax_Maple_Grove.pdf
Scanned · held until linked
Actions
Trail
Submitted · 9:02 AM
Email code confirmed · 8:57 AM
Opened from your website · 8:55 AM

Mortgage application

Published v3
On our websiteLead intakeEmail code on

Public mortgage inquiry form. Each submission becomes a lead in the first pipeline stage and the borrower a contact.

—
Sent
41
Back
—
Return rate
—
Avg reply
View live ↗

Borrower information update

Published v2
Updates client recordHas sensitive questions

Contact details, employment and income once a year, with ID upload. Staff tick answers to copy onto the contact.

22
Sent
17
Back
77%
Return rate
3d
Avg reply

Renewal questionnaire

Published v1
Reminders every 5 days

Sent 90 days before maturity: renew or pay out, term wanted, changes in income or property.

14
Sent
10
Back
71%
Return rate
6d
Avg reply

Lender onboarding

Published v1
Has sensitive questionsFile uploads

New lender/investor: identity, registered plan details, banking for distributions, source of funds.

5
Sent
4
Back
80%
Return rate
2d
Avg reply

Insurance details request

Draft
Not published yet. Nobody can be sent this form until you publish it.
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Sent
—
Back
—
Return rate
—
Avg reply
＋
New form
Start blank, or from a ready-made template
Unsaved changesClients are seeing v3
What is in it
1 · About you
First name
Last name
Email
Phone
2 · The property
Street address
City
Province
Estimated value
Property type
Who lives there? ⚑
Existing mortgages
3 · The mortgage you need
Amount requested
Position
Purpose
Construction budget ⚑
Term wanted
Documents (optional)
Anything else?
How much to show
What the person sees at the top

Section 2 · The property

⋮⋮
Short text · required · full width
Street address
key: property_address
Fills the lead
⋮⋮
Short text · required · half
City
⋮⋮
Pick one · required · half
Province
ON, BC, AB, … (13)
⋮⋮
Short text · half · shape: Postal code
Postal code
⋮⋮
Money · required · half
Estimated property value
⋮⋮
Pick one · half
Who lives there?
I do (owner-occupied) · Tenants (rental) · Vacant
Has a rule
⋮⋮
Money · full width
Balance of existing mortgages on the property
Help: Leave blank if there are none.

Section 3 · The mortgage you need

7 questions
⋮⋮
Pick one · required
Purpose
Purchase · Refinance · Equity take-out · Debt consolidation · Construction / renovation · Bridge · Other
⋮⋮
Money · required when…
Construction budget
Shown by a rule
⋮⋮
Repeating set · “Add another”
Other properties you own
Questions inside the set: Address · Value · Mortgage balance · shows as “Property 1”, “Property 2”, up to 5
⋮⋮
File upload · optional
Documents (optional)
Most files 5 · largest 25 MB · filed under “Application documents”
⋮⋮
Consent tick · required
Please confirm
I confirm the information I have given is accurate and I agree to be contacted about this application.
QuestionPick one
Sensitive answers are stored encrypted, masked for staff without “View sensitive fields”, never in emails or logs. Turning this on forces the emailed code.
Pick a field to let staff copy this answer onto the client in one click, after checking it.
Show this question when…
Then show it · otherwise hide it · ·
For a Short text question you can also set
What counts as a good answer: No set shape · Social insurance number · Postal code · Business number · Phone number · Email address · Digits only; fewest / most characters; a greyed-out example in the box. A shape is checked here and again on our server.