Form templates / Accounting & Finance
Loan Application Form
A loan application form has to ask enough to make a decision and stay short enough to be finished. This template covers amount, purpose, term, income and existing commitments in four short steps, with the affordability questions grouped where people expect them.
For accountants, bookkeepers and small practices.
Long applications don't fail at the end - they fail at the start
Every extra question loses applicants, and the ones you lose are not random: they're the ones with options. A wall of thirty fields on one page reads as an afternoon, so people close it and apply somewhere that asked five.
The fix isn't asking less, it's structure. This template is split into steps with a progress bar, so the same questions read as a short sequence. If someone does stop, nothing is lost: what they've typed stays put if the form is rejected, with the problem named next to the field.
The same questions, in the same order, every time
Applications that arrive as emails and attachments are impossible to compare - one has the dates, another has the budget, none of them have both. You end up rebuilding each one by hand before you can make a decision.
A single form fixes that at the source: every application has the same fields, so reviewing is reading a table rather than reconstructing one.
What accountants ask that other trades don't
Entity type, year end and VAT status decide the work, the deadlines and the fee - and none of them turn up in the first email. Asking early means you quote once, properly, instead of revising after you discover there are two companies and a partnership.
Money questions also carry a duty of care. Nothing on this form is shared, tracked or sent anywhere except your own account, and the page carries no third-party scripts at all - which is a shorter answer than most software can give a client who asks.
One link, and a written record
Share one link and every application lands in one place, timestamped, in the applicant's own words - which is exactly what you want if a decision is ever questioned.
One minute to make it your own
Every label, option and placeholder on this template is editable, and you can add whatever this template doesn't ask. Save to publish, share the link, and export the responses whenever you need them in a spreadsheet.
What this template asks
- Full legal name
- Email address
- Mobile number
- Date of birth
- How much would you like to borrow?
- What's it for?
- Over how long?
- Employment status
- Annual income before tax
- Total monthly loan and card repayments
- Housing
- Years at your current address
- I believe I can afford the repayments on this loan
- I understand a credit search may be carried out
- Anything you'd like us to know?
More Accounting & Finance forms
Questions
Is this enough for a credit decision?
It's enough to triage and to start a conversation. A full underwriting decision needs verification you can't do on a form - identity documents, bank data, a credit search - so treat this as the application, not the assessment.
Should I ask for bank details here?
No. Ask for income and commitments in ranges or amounts, and collect account details later through a channel designed for it. A web form is the wrong place for anything that could be used to move money.
Can applicants attach a CV or document?
Not yet - file uploads are on the roadmap. Most people ask for a link (to a portfolio, a CV in cloud storage, or a profile) which works today and keeps the form fast.
Can I close applications on a deadline?
Yes. Close the form and anyone with the link sees a short closed page instead of the questions, so nobody fills in an application that can't be considered.
Can more than one person review them?
Yes - invite your team into the same account and they'll see the same responses. You can also export to a spreadsheet and score them wherever you like.
Is it suitable for client financial data?
For contact details, entity information and a description of the work, yes - responses are stored in your account and never shared. Don't use a web form for bank credentials or full account numbers; ask for those over a channel built for it.
Publish your loan application form today
Start from this template and change anything you like. Free to begin.