Trusted by 50+ mortgage professionals

Qualify More Leads.
Close More Loans.

SmartForm automates credit pulls, income verification, and lead qualification — so you can focus on closing deals instead of chasing paperwork.

Everything you need to qualify leads faster

Instant Credit Pulls

Automated soft credit checks the moment a lead fills out your form. No manual steps required.

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Income Verification

Verify employment and income automatically through integrated data sources.

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Smart Lead Scoring

Instantly know which leads are ready to close with AI-powered qualification scoring.

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CRM Integration

Qualified leads flow directly into your pipeline with all data attached. No copy-pasting.

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Compliant & Secure

Bank-level encryption and full compliance with lending regulations built in.

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5-Minute Setup

Embed your SmartForm on any page and start qualifying leads in minutes, not weeks.

Simple, transparent pricing

One plan. Everything included. No hidden fees.

7-Day Free Trial

SmartForm

$ 97 /mo

Card required. Cancel anytime during trial.

  • Unlimited lead qualification forms
  • Automated credit & income checks
  • AI-powered lead scoring
  • CRM & pipeline integrations
  • Custom branding on forms
  • Real-time Slack/email notifications
  • Dedicated onboarding support
  • Priority customer support
Start Your Free Trial

Trusted by loan officers nationwide

"SmartForm cut my lead qualification time by 80%. I went from spending hours on paperwork to closing more deals."

Mortgage Professional

"The instant credit pulls alone are worth it. My clients love the seamless experience."

Loan Officer