Loan Applications Free Template
With Pipefy’s Loan Applications template you can standardize loan applications, study the risks involved, and organize the decision and approval process.
Loan applications that are on-the-money
Use Pipefy’s Loan Applications template to help you standardize the loan application request form so you get the borrower’s required information the first time. Centralize that information so you can stop toggling among emails, forms, or spreadsheets, trying to find information on different channels.
After the information-gathering phase, use the template to document risk-analysis, decision making, and the loan issuing phases. You can also use it to keep information on hand about any denied applications, as well.
Adapt this template for your needs and hit the ground running
Fast and simple to deploy
Get started with your process in minutes with this easy-to-use template.
Customize your unique needs without help from the IT department.
Wide app integrations
Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.
Business plan budgeting
Intended to aid in the yearly budgeting process that a company needs every year.
For accounting areas that need to manage their freelancer payments.
Track critical information from your process in one single place.