Loan Applications Free Template

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.