Describe your broker network and review criteria. Makeform creates a broker accreditation form for company details, representatives, service areas, declarations, and documents. Your organization makes the decision; the form organizes each application.
Route broker applications to Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a lender, developer, introducer, or renewal workflow, then add your criteria.
Audience
Broker firms applying to a lender panel
Format
Multi-step application with document uploads
Prompt size
364 chars
Example form structure
Multi-step application with document uploads
Legal name, trading name, and identifiers
Principal contact and authorized representatives
Products and service areas
Upload requested business documents
Applicant declaration
Suggested routing tags
New application
Documents to review
Renewal due
Ask for expiry dates beside uploads so reviewers can identify documents needing replacement.
Step 1
Apply
broker submits a structured company profile
Step 2
Verify
reviewer checks fields, dates, and documents
Step 3
Clarify
missing or inconsistent details are followed up
Step 4
Decide
your authorized team records its outcome
A cleaner application queue
One broker accreditation form puts comparable answers, documents, and contacts into the same review structure.
Show company, sole-trader, application, or renewal questions only when relevant.
Place each upload beside its type, reference, issue date, and expiry date.
Tag status, notify the reviewer, and keep follow-up connected to the broker record.
Designed for broker programs
Separate applicant identity, capability, evidence, declarations, and review outcome.
Collect firm details, representatives, product areas, references, and requested evidence.
Capture agency reach, agents, languages, buyer segments, and relevant experience.
Ask about ownership, referral types, complaints contacts, and review routing.
Confirm unchanged facts, disclose updates, and replace expiring documents.
Build the intake
Turn the facts your team checks into a guided application with clear evidence requests.
Name broker types, regions, representatives, experience, references, evidence, and renewal differences.
Use your terminology, require decisive fields, and explain accepted uploads without implying an outcome.
Branch companies, sole traders, multi-agent firms, first applications, and renewals.
Route by region or broker type, then tag clarification and decision status.
Form vs email pack
A checklist says what to send; a form connects structured answers to supporting uploads.
Field guide
Use these six sections, then align questions, evidence, notices, and review language with your process.
Business identity
Capture the legal entity and customer-facing trading identity. Structured addresses and identifiers help reviewers notice duplicates and mismatched documents.
People & authority
Separate the principal contact, nominated representatives, and owners. Repeatable blocks keep each representative structured.
Capability profile
Ask about regions, customer segments, categories, experience, and submission types. Use ranges when estimates are enough.
Documents & dates
Request each document separately. Add identifiers, dates, naming guidance, and accepted formats where relevant.
References & follow-up
Collect references only when used, explain possible contact, and name a broker contact for questions.
Declarations & confirmation
Place declarations before acknowledgment. Explain next steps, corrections, and that submission is not accreditation or acceptance.
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Open toolFAQ
Practical answers for lender, developer, and partner teams organizing broker applications.
It collects identity, contacts, experience, service profile, declarations, and documents for panel or network review. The form organizes an application; it does not grant accreditation.
Common fields cover legal and trading names, structure, identifiers, addresses, owners, contacts, representatives, regions, experience, references, uploads, and declarations. Choose only fields your team reviews.
Yes. Use a separate upload for each document, with its type, reference, issue date, and expiry date. Clear labels help applicants and reviewers spot missing items.
Yes. Conditional logic can show company ownership, sole-trader details, repeatable representatives, or a shorter unchanged-renewal route. Each applicant sees relevant questions.
No. Submission starts your internal review. Explain the next step and give a reference or contact. State that receipt is not acceptance, endorsement, or official status.
Require key fields, capture structured expiry dates, and tag records as documents to review, clarification requested, or renewal due. Route them for sorting by owner, region, status, or date.
Yes. Makeform provides unlimited free forms and responses, so you can generate, edit, publish, and collect broker applications without a response cap. A paid tier is available only to remove the Makeform badge.
Responses reach your Makeform inbox and can route to Google Sheets, Slack, or Zapier. Notify reviewers by region, broker type, or renewal status and send applicants a consistent confirmation.
Replace the broker application email chain.
