Whether it’s for a home, a car, or a personal loan, a loan application form has an incredibly important job: to capture all the information financial institutions need to know to protect their assets. Managing application forms and other documentation is part of everyday life for many bank and financial workers – but what if there was a way to cut down on the amount of time you spend creating and filing paperwork? With a digital loan application template from CDP, there can be!
Save time and stress when creating loan application forms using CDP’s simple and customizable template. Click the link above to get started!
Our loan application templates are designed to contain all the essential information you need on each form so that you can quickly create documents to suit your needs. First, click here to enter your name and email, and we’ll send you instructions for using the template. We’ll also pass on some helpful tips about how CDP can help you further streamline document creation and management.
A typical loan application is a form that banks or financial institutions use to collect important information from a potential borrower. It's a space for borrowers to share relevant details about their employment, financial situation, and ability to repay their loans.
Creating digital loan application forms allows members and prospective borrowers to see what information they’ll need to provide ahead of time. It also opens up the door for remote application processes; no more mandatory in-person trips to and from the bank to fill out paperwork or submit documentation!
Most loan applications are pretty straightforward, but it’s still important to be mindful when designing yours so that you don’t forget any crucial information, including:
By switching to a digital form, lenders can also collect new types of information that previously would have required multiple steps. For instance, borrowers can upload pictures of support documentation and use digital signatures to finalize agreements, allowing your institution to conduct business with customers far and wide.
As you customize and create your loan application form using a template, keep these best practices in mind to ensure everything goes smoothly.
A digital loan application form is an essential resource for today’s financial institutions, but creating and maintaining one is easier said than done. That’s why CDP has optimized our tech solutions to fit the needs of small-to-medium banks and financial institutions.
We understand that making the switch to digital work management can be daunting. As a result, we tailor our software tools to you so that you only work with the tech that you truly need.
Streamline paperwork and application management, create beautiful webforms, collect e-signatures, and more, all with the help of CDP.
Ready to see what we can do for you? Reach out today to schedule a demo.