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Loan Application Form Template

Make applications for student loans, personal loans, and business loans a seamless process with Formplus’ loan application form template. This form template can be used to effectively manage loan applications by house managers, banks, and businesses. Try our free loan application form now!

Calculate Loans and Interest Rates Automatically

This loan application form template allows you to calculate loans and interest automatically as applicants submit their details. Formplus has calculating form fields to help get rid of manual processes and reduce the error margin during calculations.

Use Form Calculations with Formplus

Intro And Post Submission Message

Before applicants begin to fill in their responses, you could give out instructions like ‘Please fill in all the required fields so your application will be processed in a quicker way’. The introduction page could also include other messages you will like applicants to know or documents they should have before they start filling in their responses. You can also add a post submission page which will have other information for the applicants. It could also be instructions on the next step, or a time frame when the loan will possibly be processed. Sign up now to create your own loan application form today!

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Brand loan application form to your taste

Add your organization’s logo and change the colour to one that suits your company. You can use an appropriate image for the background of the loan application form. Formplus also allows you use a custom URL, which can be remembered easily for advertising purposes.

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Send autoresponders to applicants

You can send a submission confirmation message to your applicants after form submission. This confirmation message can be customized to give out important information and keep the applicants in the loop. You can also include the responses in the email. Autoresponders can also be sent to other emails besides the applicant. So, if you intend to send a confirmation email to an applicant’s referee, set up an autoresponder and they will receive it once the applicant completed their registration.

Manage Loan Applicants with Autoresponder

Multiple options to share your forms online

For banks or microfinance institutions, you can reach anyone from anywhere when you embed the link directly into your webpage. This way, even users who do not have knowledge that your company offers loans will see it when they visit your website. You can embed the loan application form on your Facebook page, also share on Twitter and LinkedIn to reach even more applicants. If you intend to do face to face marketing to encourage more applicants and make them understand that you offer loans, download the form link as a QR code, so when you meet applicants physically, they only have to scan from where you have placed it and have access to the form.

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Use geolocation to categorise applicants

Understanding the location of your applicants help you manage the application process in a smooth way. Geolocation is a useful tool for zeroing in where your applicants are, so you understand if the loan application form should be shared more often to people in that area. It can also be used to enhance personalisation for applicants.

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Analytics gives you valuable insights

The loan application form is the middle stage of the loan request and approval system. Form analytics help you gauge how many applicants interacted with the online form and help you understand if they went on to submit responses or abandoned the loan application form. But that’s not all, analytics will also help you view a summary of responses of the applicants on the loan application form. You can view summary of responses in various chart type - daily, weekly or monthly. All you have to do is go to your dashboard once responses start trickling in.

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Get notified of submissions instantly

Receive email notifications of loan application submissions as soon as they are submitted. Formplus’ Email Notification feature allows you receive notifications upon individual submission or a daily, weekly or monthly summary of responses. You can also receive notifications of submitted responses as an email attachment in PDF or MS Word document. These notifications can be sent out to other members of your team that are important to the loan application process.

Sign up to Get Loan Application Notifications

Workflows and approvals

If you intend to create a multiple tier-level approval system, so the application process runs in a smooth way, Formplus can help you create workflows and approvals

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Save their progress and resume later Option

Notwithstanding the length of the form (short, long or multiple page), you can allow applicants save their progress on the loan application form, so they do not have to start all over when they are ready to continue. Save & Resume prevents your form from being left unfinished.

Store Applicant Data with Formplus

Make it formal with Electronic signatures

A signature field could be used to let applicants sign terms and conditions or any other legal regulation that is necessary. Collecting digital signatures is so easy with Formplus. You can add a signature field to the loan application form so applicants sign on the online form with ease.

Legalise Loan Applications with e-signatures

Reduce clutter and save time

Long forms can be overwhelming and repeating fields help reduce that. You can collect large amounts of data in rows, while making your online form more appealing and less bulky. With ‘Repeating Data’ also known as Fillable Tables, you can fill out several columns and rows without making respondents scroll and scroll just to hit the submit button.

Sign-up to Start Accepting Loan Applications

Unlimited File Uploads with Formplus and other Cloud Storage Options

Formplus has file storage integrations to help you store responses and manage your customer database. Using Formplus forms, you can receive files on your loan application form into your Google Drive, Dropbox, Microsoft OneDrive and Formplus storage. The integration is seamless and can be implemented in a few clicks.

Secure Data with Formplus

Our intuitive form builder gives you the best experience

We understand that you might need to create loan application forms in an easy, and quick way. Formplus’s drag and drop builder which allows you to add forms fields easily. With Conditional Logic, you can show certain form fields depending on the action of the user. For example, if a user checks “Yes I pay Tax”, a field would be displayed to ask for “Tax ID”.

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