Finance | Loan Request

Be certain that your loan requests will be accepted thanks to this Powell Teams template.

loan_2x.png

Template settings

The following settings will be imported when you will create your template:

  • Channels & tabs:
    • General
    • 1 βœ” Business Plan Review
    • 2 🏭 Loan-To-Value Ration Review
    • 3 πŸ’° Cash Flow Review
    • 4 🚦 Credit Decision
    • 5 πŸ›‘ Quality Check
    • 6 πŸ’Έ 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 | πŸ’Έ [Team Name] πŸ’Έ
  • Approval workflow exemple: Manager or CFO
  • Tags you can add: Business Process (choice), Location (choice)
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