Mortgage & Loan Forms

Build a Secure Mortgage Application Form That Qualifies Borrowers

Form Orah turns loan and mortgage applications into a streamlined, secure intake โ€” collecting documents and signatures online, scoring borrowers by readiness, and following up automatically.

๐Ÿค–
AI borrower scoring
๐Ÿ“Ž
Secure document uploads
โœ๏ธ
Built-in e-signatures
82%
Faster response

Loan Application Forms Built for Lenders

Collect a complete application securely, then let AI surface your most ready-to-close borrowers.

๐Ÿค–

AI Lead Scoring

Every submission is instantly scored HOT, WARM, or COLD by Claude AI โ€” with plain-English reasoning your team can act on right away.

๐Ÿ“Ž

File Uploads

Collect resumes, documents, and images with secure file-upload fields, organized automatically alongside each submission.

โœ๏ธ

Built-In E-Signatures

Collect legally-binding digital signatures and terms acceptance right inside your form โ€” no separate signing tool required.

๐Ÿงฉ

Smart Conditional Logic

Show only the fields that matter with conditional logic and multi-step flows that keep completion rates high.

๐Ÿ”ฅ

Instant HOT Lead Alerts

Get a real-time alert the moment a high-intent lead comes in, so you can respond in minutes while they're still engaged.

๐Ÿ”Œ

Connect Your Whole Stack

Push every lead to HubSpot, Salesforce, Zoho, Mailchimp, Airtable, Notion, Slack, and Google Sheets โ€” plus Zapier, Make, and a one-click WordPress plugin.

From Application to Qualified Borrower in 3 Steps

1

Borrower Applies

A secure, multi-step form collects financials, documents, and consents.

2

AI Scores Readiness

Form Orah scores each applicant by readiness and intent, flagging hot opportunities.

3

Routed & Followed Up

Applications route to a loan officer with automated follow-up to keep deals moving.

Application Forms for Every Lender

๐Ÿฆ

Mortgage Brokers

Capture pre-qualification and full applications with documents and signatures.

๐Ÿ’ต

Personal & Business Loans

Streamline loan intake and score applicants by readiness.

๐Ÿ 

Real Estate Finance

Connect buyers to financing with fast, secure online applications.

๐Ÿค

Credit Unions & Lenders

Modernize intake while keeping data secure and organized.

โ˜…โ˜…โ˜…โ˜…โ˜…

“Borrowers complete the full application online, documents and signatures included. The AI scoring tells our officers who's ready to close, so we work the best applications first.”

Dr. L. Nguyen
Lending Operations

Frequently Asked Questions

Is borrower data handled securely?

Yes โ€” submissions are encrypted, with secure document uploads and a HIPAA-grade compliant plan available for sensitive data handling.

Can applicants sign and upload documents?

Yes โ€” built-in e-signature and file-upload fields collect signed disclosures and supporting documents inside the form.

How does AI scoring help?

Each application is scored by readiness and intent, so loan officers prioritize the borrowers most likely to close.

Does it connect to my systems?

Yes โ€” route applications to your CRM and tools via integrations, Zapier, or Make.

Is it free to start?

Yes โ€” start free with 100 submissions per month.

Ready to Modernize Loan Intake?

Build a secure mortgage/loan application form with scoring and e-signatures โ€” free, no credit card required.

Start Free โ€” No Card Needed
Free plan includes 100 submissions/month. No credit card required.
Scroll to Top