Upload the borrower forms and authorizations you send today. Borrowers answer a simple web form on their phone, and WebifyPDF writes every answer and signature onto your original PDFs, ready for the loan file.
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Contact, employment, and housing history.
Signed on the authorization form you already use.
Donor details and signatures on your gift letter template.
The borrower's own words, on your LOE form.
Any fillable PDF a lender asks you to collect.
Income, assets, and goals before the first call.
Crestline Mortgage
| Crestline Mortgage | Form CM-100 Rev. 06/26 |
Borrower Information & AuthorizationComplete all applicable sections. Print clearly. | |
| Section 1 - Requesting Party | |||
| Legal name | Jordan Lee | jordan.lee@mail.com | |
| Employer | Northstar Logistics | ||
| File ref. | CM-26-2210 | Received | 06 / 03 / 2026 |
| Section 2 - Loan Purpose | ||
| 1 | Purchase | |
| 2 | Rate/term refinance | |
| 3 | Cash-out refinance | |
| 4 | Construction | |
| Section 3 - Borrower Authorization | ||
Borrower signature | 06 / 03 / 2026 Date | Authorized |
Official Use Only - Do Not Fill Internal processing and review fields | |||||
| Intake clerk | Queue code | Reviewer | Approved Yes No | Archive box | Scan ID |
| Internal comments | Follow-up required NoneCallEmail | Disposition notes / retention schedule | |||
Generic forms give you data to re-type. WebifyPDF hands you the completed form, so nothing gets transposed between the borrower and the file.
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Flatten it for the file, or keep the fields editable for corrections.
Get the filled PDF attached the moment someone submits.
Select several responses and download them as one filled PDF.
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For brokers who need borrower answers on their own PDFs.
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No fillable fields in your PDF? You can let WebifyPDF's own detection service add them — nothing is sent until you say so, and nothing is stored.