Streamline business loan pre-approval with a structured application and a clear two-stage review. The form captures applicant contact details, business and project information, financial background, requested loan details, supporting documents, and authorization for review.
Applications first go to a credit representative. Approved applications are forwarded to a branch manager for the final decision, while declined applications receive a decision email. The final outcome is sent to the applicant automatically.
Customize the reviewer addresses, approval timing, notification copy, and required application fields for your lending process. Workflow history keeps each decision visible and auditable.
