Approve or deny personal loan requests with a free online Personal Loan Approval Process Template! When an applicant fills out your loan application form, their request will either be automatically forwarded or approved based on their monthly income. If forwarded, it will go to the finance manager who will make a final decision on it — triggering an autoresponder email informing the applicant of your decision.
Make changes to this Personal Loan Approval Process Template by dragging and dropping elements to add approvers, set up notifications and conditions, customize emails, and more. Each approver will be able to respond to tasks from their inbox, and as form owner you can view and manage your approval flow on any device. Be more efficient with an automated Personal Loan Approval Process Template for your financial institution.