Loan Applications Free Template
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.
Connect Pipefy to your favorite software with ease
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 ManagerRelated templates
Investment Strategy
It enhances the company´s ability to control investments and keep track of their progress.
General Ledger
Financial transactions are one of the most important actions to achieve greater results.
New Accounts Process for Financial Companies
You can visually and intuitively manage internal team requests.
