Refer buyers to lenders with everything they need for the first call — loan, timeline, and fit.
Real Estate template · 9 fields (7 required) · ~2 min for respondents to complete · Free plan · No credit card · Fully customizable
About this form
For real estate teams, the lender referral is a moment where deals quietly stall: the agent makes an introduction by email, context gets lost, and the buyer repeats their story from scratch. This form captures the referral properly — loan type and amount, closing timeline, current mortgage status, and what the client wants in a lender — so the lender’s first call is already informed.
The closing-timeline field is the urgency flag: a buyer under contract needs a same-day call, while a "just exploring" referral goes into a nurture cadence. Routing on that one answer is most of the value.
Best practices
Send the form to the client rather than filling it for them — their own answers about preferences and circumstances are more candid.
Set an expectation with your lender partners: referrals with a closing date inside 30 days get contacted the same day.
The lender-preferences checkboxes (communication style, product needs) are matching data — use them to pick which partner gets the referral, not as trivia.
Close the loop. Track which referrals funded; it is how you decide which lender relationships deserve your next buyer.
Every field, explained
Client Name (Name, required)
Email Address (Email, required)
Phone Number (Phone, required)
Loan Type Needed (Dropdown, required) — Conventional, FHA, VA, jumbo — determines which of your lender partners is even eligible for the referral.
Expected Loan Amount (Dropdown, required)
Timeline to Close (Dropdown, required) — The routing field: under-contract buyers need same-day contact, explorers need a nurture track.
Current mortgage status (Single choice, required)
Preferred Lender Types (Multiple choice) — What the client actually wants in a lender; use it to match, not just to record.
Special Circumstances (Long text) — Self-employment, credit events, non-traditional income — the context that saves the lender a discovery call.
Frequently asked questions
What is a lender referral form?
A structured handoff from a real estate agent (or advisor) to a mortgage lender: the client’s loan type and amount, closing timeline, current mortgage situation, and preferences. It replaces the context-free email introduction with a referral the lender can act on immediately.
Why use a form instead of just introducing the client by email?
Email introductions lose context and stall on scheduling. A form referral arrives complete — the lender calls with the client’s situation already in hand, and you get a record of every referral you have made, to whom, and when.
Does submitting this form commit the client to a specific lender?
No — it is an introduction, not an application. The client still shops terms and completes the lender’s own application; the form simply makes that first conversation informed.
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