Finance | Loan Request

We are thrilled to share with you that Powell Teams is now Powell Governance, marking our expanded focus on Microsoft 365!

Powell_Governance_V1 1.png

Expect documentation to be reflect this change in the coming days. For more information, please have a look at this article.

Be certain that your loan requests will be accepted thanks to this Powell Governance 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)
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