Home loan pre-qualification

Pre-qualify potential clients for home loans by gathering their financial and employment information.

Hosted by Jasmine · 7 questions

Every question in this template

Jasmine asks each of these questions on camera, in this order; people answer by tapping, typing or recording.

01
What's the loan for?
Multiple choice
Jasmine says: “First, tell me what the loan is for.”
Buying my first homeMoving to a new homeBuying an investment propertyRefinancing my current loan
02
What price range are you looking at?
Dropdown
Jasmine says: “What price range are you hoping to buy in?”
Under $400,000$400,000 to $600,000$600,000 to $800,000$800,000 to $1 million$1 million to $1.5 millionOver $1.5 millionNot sure yet
03
How much deposit have you saved?
Multiple choice
Jasmine says: “And how much have you saved toward a deposit so far?”
Under 5% of the price5% to 10%10% to 20%Over 20%
04
How are you employed?
Multiple choice
Jasmine says: “How would you describe your work situation?”
Full-time employeePart-time or casualSelf-employedRetired
05
Anything about your income or credit we should know?
Video, voice or text answer
Jasmine says: “Anything unusual about your income or credit history I should know about?”
06
Your contact details
Contact details
Jasmine says: “Brilliant. How can I reach you with your borrowing estimate?”
07
Current lender and loan balance
Short answer
Jasmine says: “Who's your current lender, and roughly how much is left on the loan?”