Consumer Lending (General) Workflow Template

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Overview: Consumer Lending (General) Workflow Template

This workflow template illustrates the origination, approval, setup and verification of consumer loans. Purchase and download this template in PDF, Visio (VSD) and PowerPoint (PPT) formats. You can customize it to fit your own organization, or simply use it to better understand the Consumer Lending (General) process.

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Process Details and FAQ: Consumer Lending (General)

What is included in the Consumer Lending (General) process?

The Consumer Lending (General) process involves the origination, approval, setup and verification of consumer loans. This process includes customer education on available loan products, loan application processing (application submission and review, identification and acquirement of any missing documentation), underwriting and final approval/denial of the loan. All approval or denial decisions must be communicated with the customer. Consumer loans, unlike commercial loans, are obtained by individuals.

Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the Consumer Lending (General) process:

Which employees and/or departments are involved in this process?

The following parties are typically involved in the Consumer Lending (General) process:

  • Consumer Loan Officer
  • Customer
  • Platform Employee
  • Underwriter

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.

How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.

How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF, Visio (VSD) and PowerPoint (PPT) formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.

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  • Workflow Template


    Consumer Lending (General)

    - Instantly download files
    - Includes PDF, VSD, PPT file formats
    - Customize PPT and Visio versions
    - Mapped in BPMN 2.0 format


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