Online mortgage pre-approval form with soft-pull credit, LOS handoff, and instant AI response. TCPA-compliant, mobile-first, embed anywhere.
Get pre-approvals done — from your website, in minutes.
Progressive online pre-approval intake with soft-pull credit, income/assets capture, LOS handoff, and instant AI response. TCPA-safe and mobile-first.
The Online Pre-Approval Form is a full pre-approval intake experience for your website. Borrowers enter goals, property info, income and assets, and (optionally) authorize a soft-pull credit check — all through a mobile-first progressive form. The result: a real pre-approval package that lands in your CRM and hands off cleanly to your LOS.
Unlike a generic contact form, this one captures the fields underwriters actually need — with TCPA-safe consent and audit-ready timestamps.
The typical mortgage pre-approval starts with a phone call, an email chase, then another call. This tool compresses that into a single online session — and does it while the borrower's intent is at its peak.
Progressive multi-step wizard — mobile-first design.
Purchase vs refi, price range, timing, state.
Employment, monthly income, liquid assets — the fields underwriters actually need.
TCPA-safe soft pull — no hard inquiry, borrower stays in control.
Package hits your CRM. AI reaches out in under 60 seconds. Data flows to Arive / LendingPad / Byte.
Break long intake into digestible steps.
Goal, property, income, assets, liabilities — what underwriters need.
TCPA-safe soft inquiry — no hard hit, no borrower fear.
Consent, timestamp, IP, user agent.
Big tap targets, minimal typing, ID capture optional.
Borrower can leave and come back later.
Data flows to Arive, LendingPad, Byte, and others via native integration.
AI opens conversation within 60 seconds.
Logo, headshot, NMLS.
Required disclosures, state-aware licensing text.
Turn your website into an actual pre-approval intake engine — not just a lead form.
Standardize pre-approval intake across every officer in the firm.
Realtors send buyers a co-branded pre-approval link — the entire package routes to the paired LO.
Warm leads from paid traffic complete pre-approval intake before the LO ever picks up the phone.
Full pre-approval package hits the CRM ready for LO review — no re-typing.
Fields the underwriter needs — not just 'name, email, phone'.
Every submission gets a real reply from the AI Assistant within a minute.
Data flows to Arive, LendingPad, and Byte automatically.
Audit-ready timestamps, IP, and user agent captured.
Optionally — with a TCPA-compliant soft pull that doesn't affect the borrower's credit score. Hard pulls happen later in the LOS.
Yes. Every submission captures consent language, timestamp, IP, and user agent — audit-ready.
Yes. Native integration with Arive, LendingPad, Byte, Encompass, and others via native connectors or Zapier.
Yes — auto-save on the device so borrowers can pause mid-form.
Yes, mobile-first with big tap targets and optional camera ID capture.
The package hits the CRM instantly, the AI Assistant opens a conversation within 60 seconds, and the data can flow to your LOS.
Yes. Every field is editable and conditional logic lets you show different steps for purchase vs refi.
Yes — logo, headshot, NMLS, and colors.
Yes — one line of HTML.
HubSpot is generic. This form captures the fields underwriters actually need, handles TCPA consent, offers optional soft-pull credit, and hands off directly to your LOS.
Yes — the $1 for 14-Day Trial gives you full access to the Pre-Approval Form plus every other tool in LoanOfficer.ai. No credit-card surprises, no locked features.
No. Onboarding is white-glove — our team configures the tool, connects it to your CRM and calendar, and hands you a working setup. Most loan officers are live in under a week.
Yes. Every embeddable LoanOfficer.ai tool ships as a lightweight snippet that drops into WordPress, Wix, Squarespace, HubSpot, Webflow, or a custom site with one line of HTML.
All borrower data is encrypted in transit (TLS 1.3) and at rest. Access is role-based and audit-logged. LoanOfficer.ai is built for regulated mortgage teams — not a generic marketing tool.