Finance Forms | Form Templates to Collect Leads, Data and Applications

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Finance forms help brands in the financial sector to collect leads and data for products and services. Forms can take various shapes and help you ask for whatever information you need to sell and capture leads for your financial services. You can use templates for debt, mortgage, credit card, loan applications as well as newsletter subscriptions, contact enquiries and more. Finance forms templates are ready-to-use and can be edited for your unique purpose. Use any of the finance forms below with a LeadGen App account.

Loan Eligibility Checker

Application Forms

Collect and validate loan applications and present eligibility via conditional logic inside form.

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Dynamic Pension Advisor Search Form

Eligibility Forms

Lead form with dynamic search effect to connect leads with pension advisors.

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Stylish Contact Form

Contact Forms

A simple and elegant way to display a contact form with all questions on one step for your website.

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Retirement Plan – Request Details

Lead Capture Forms

Get leads for personalized retirement planning advice. Easy to fill lead form, asking for the key information on 3 steps.

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Download Pension Transfer Guide

Lead Capture Forms

Provide your target customers instant access to pension transfer guides and capture new hot leads.

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Find Pension Advisor

Lead Capture Forms

Multi-step lead capture form for financial service landing pages to connect prospects with financial/ pension advisors.

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Remortgage Application Form

Application Forms

Collect details to qualify remortage leads, incl. existing mortgage, bank, personal details to provide suitable solutions.

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Buy To Let Mortgage Eligibility Checker

Application Forms

Lead qualification template to check if visitors qualify for your mortgage services. Via conditional logic, the form filters out leads that don’t qualify.

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Income Protection Insurance Enquiry

Conditional Logic Forms

Place this multi-step form into your product pages and generate new leads for income protection insurance services.

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Life Insurance Quote Request

Lead Capture Forms

Capture new life insurance leads by providing a simple lead form that enquires about policy quotes. Customize this multi-step form for your insurance business.

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Mortgage Payment Calculator

Calculator Forms

Ask two simple questions and show users a result on mortgage repayments based on your loan and interest rate formula.

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Home Buyer Loan Calculator

Calculator Forms

Show new homebuyers a calculator on how much money they can borrow. Branded in the GOV.UK form design.

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