Automate your financial institution’s loan process with a free online Business Loan Pre-Approval Process Template! When you receive a loan application for pre-approval through your online form, it will go straight to your credit representative who will choose to deny the application or forward it to the branch manager. The branch manager will then make the final decision, triggering an autoresponder email informing the client of your company’s decision.
Want to make changes to this Business Loan Pre-Approval Process Template? Add approvers, customize emails, set time limits, receive notifications, and more in a few clicks with our drag-and-drop builder. Approvers can access tasks from their inbox — and you, as form owner, can manage the entire approval flow from any device. Save time and streamline the way you process business loans with Jotform’s Business Loan Pre-Approval Process Template!