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Loan Application Form Template

Easily Collect and Organize Loan Applications

Gathering the right information from loan applicants can be a challenge. Our Loan Application Form template is designed specifically for banks and financial institutions looking to simplify the application process. This template helps you collect essential financial details, assess eligibility, and streamline communication. With easy customization, automated data collection, and compliance with WCAG-aligned labels, you can enhance efficiency and improve applicant experience. Experience the convenience of a ready-to-use form template today.

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Full legal name
Date of birth
Social Security Number or Tax ID
Citizenship or residency status
Citizen
Permanent resident
Work visa
Student visa
Non-resident
Other
Please Specify:
Email address
Mobile phone number
Preferred contact method
Phone
Email
Text message
No preference
Current address (street, city, state/province, postal code)
Housing status
Rent
Own
Live with family
Other
Please Specify:
Time at current address
Less than 6 months
6 to 11 months
1 to 2 years
3 to 5 years
More than 5 years
Type of loan requested
Personal loan
Auto loan
Debt consolidation
Home improvement
Business
Education
Other
Please Specify:
Requested loan amount
Purpose of loan / use of funds
Desired term length
12 months
24 months
36 months
48 months
60 months
Not sure
Employer or business name
Average monthly gross income (before tax)
Other monthly income amount (if any)
Current employment status
Employed full time
Employed part time
Self-employed
Unemployed
Student
Retired
Homemaker
Other
Please Specify:
Do you have existing loans or credit cards?
Yes
No
Estimated total monthly debt payments
Have you declared bankruptcy in the past 7 years?
Yes
No
Co-applicant full name (if applicable)
Are you applying with a co-applicant?
Yes
No
Government ID number
Government ID type
Driver's license
Passport
State or national ID card
Other
Please Specify:
I authorize the lender to obtain and verify my credit and employment information
Yes
No
I certify that the information provided is true and complete
True
False
Signature
Signature date
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Paper art illustration depicting a loan application form template for FormCreatorAI article

When to use this form

Use this template when you collect applications for unsecured personal loans, debt consolidation, or small business working capital. It helps you capture identity, income, and debt details in one pass, so you can pre-qualify faster and reduce back-and-forth. Loan officers, credit teams, and brokers benefit from consistent data and cleaner audit trails. It also fits branch, call-center, and online flows. For car purchases, route borrowers to the Auto loan application form. If a business wants terms instead of cash, send the Customer credit application form. You can adapt fields for co-applicants, secured loans, and document uploads to support faster approvals and clear decisions.

Must Ask Loan Application Questions

  1. What loan amount are you requesting, and how will you use the funds?

    This clarifies purpose and size, so you can match the right product, term, and collateral. If the request is for vendor or lease-style financing, direct applicants to the Finance application form.

  2. What is your employment status and monthly income (include all sources)?

    This verifies ability to repay and supports debt-to-income and stability checks. Pay frequency and tenure also help you set documentation requirements.

  3. What are your current monthly debts and obligations?

    Knowing credit cards, loans, and alimony reveals true capacity and guides limits. It reduces surprises during underwriting and speeds up approvals.

  4. Do you have collateral to secure this loan (asset type, value, and ownership)?

    Collateral details affect loan-to-value, pricing, and conditions. Clear info avoids rework and lets you set accurate terms.

  5. Do you consent to a credit check and identity verification?

    Consent allows you to pull credit and run KYC/AML checks legally. It protects you and enables faster, automated decisions.

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