Loan applications

Template

With Pipefy’s Loan Applications Template you can receive the information of the applicants in a standardized manner, study the risks involved, and organize the decision and approval process.

Use template now
template store defaut

Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Applicant's name

  • 2. Email

  • 3. Due date

  • 4. Loan amount

  • 5. Loan purpose

    • Debt consolidation
    • Wedding
    • Medical bills
    • Property acquisition
    • Car acquisition
    • Investment
    • Home improvement
    • New business opening
    • Other
  • 6. Details

Inbox

  • 1. Responsible team

Information gathering

  • 1. Has the borrower applied for a loan before?

    • Yes
    • No
  • 2. If yes, attach the previous loan information here.

  • 3. Applicant's profession and financial status

  • 4. Reason why the loan is being requested

  • 5. Expected payback period

Risk analysis

  • 1. Was the applicant's information checked?

    • Yes
    • No
  • 2. Risk rating

    • AAA
    • AA
    • A
    • BBB
    • BB
    • B
    • CCC
    • CC
    • C
  • 3. Recommendation about the applicant

  • 4. Interest rate

  • 5. Chance of payback

Decision making

  • 1. Should the loan be granted?

    • Yes
    • No
  • 2. Date of issue

Loan issuing

  • 1. Payback date

  • 2. Final amount agreed

  • 3. Signed contract

  • 4. Applicant's bank details

  • 5. Has the payment been issued?

    • Yes
    • No

Done

Denied applications

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

Use this template

Contact us

Do you have a specific process to manage: