Loan Applications Free Template

#Finance & Procurement #automation #visibility

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.

No/low-code

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.

Finance and Purchasing Teams love Pipefy

Pipefy gives us the control we need to ensure everyone abides by our rules and policies. It’s the best solution on the market if you want something you can customize to your needs to take control of your procurement process.

Mauricio Rizzi Customer Service and Procurement Manager

Related templates

Loan Applications Template

Use this Free Template
Request a demo