Credit Approval Process Template

Speed up the way you review and approve credit applications with a free online Credit Approval Process Template for your bank — or any other financial institution! Each submission submitted through your customer credit application form will be automatically sent to your finance manager, who will review it and approve or deny it. If approved, it will be forwarded automatically to your Chief Finance Officer, who will make the final decision — triggering an email response informing the client of the outcome.

Customize this Credit Approval Process Template’s existing approvers or add new ones, set up notifications, personalize emails, and more with Jotform’s drag-and-drop interface. It takes only a few clicks to make this template work perfectly for your business! You as form owner will be able to manage your approval flow on any device, and approvers can respond to submissions straight from Jotform Inbox. Eliminate back-and-forth communications and streamline your workflow with an automated online Credit Approval Process Template.