Be certain that your loan requests will be accepted thanks to this Powell Teams template.
Template settings
The following settings will be imported when you will create your template:
- Channels & tabs:
- General
- 1 ✔ Business Plan Review
- 2 🏭 Loan-To-Value Ration Review
- 3 💰 Cash Flow Review
- 4 🚦 Credit Decision
- 5 🛡 Quality Check
- 6 💸 Loan funding
- Privacy: Private
- Minimum number of members: 2
- Expiration date: 90 days
- Guest allowed: No
As an advice, we recommand to complete the template with the following additional configurations on your side: learn more on how to update a gallery template
- Tabs you can add:
- General: a form to fill all the company information needed for the loan, a Planner to organize and schedule the loan request, a PowerBI to display the customer profitability and a OneNote to keep all the important note and information gathered during the process
- Naming convention exemple: Business Process | Location | 💸 [Team Name] 💸
- Approval workflow exemple: Manager or CFO
- Tags you can add: Business Process (choice), Location (choice)