Credit Approval Workflow Template

Product Description

OpsDog’s Credit Approval workflow template illustrates the credit review related to consumer loan applications. This process includes customer financial data collection, inspection of financial data by loan officers, loan term creation and final approval/denial of the loan package by the Loan Accounting Group. Download the template in PDF, Visio (VSD) and/or PowerPoint (PPT) formats and customize it to fit your business.

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Parties involved in the Credit Approval Workflow include:

  • Client/Customer
  • Loan Officer
  • Loan Accounting Department


Product FAQ: Process Workflow Templates

what is the purpose of OpsDog’s 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 does opsdog develop these Workflow Templates?

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?

Registered OpsDog users can use a single credit ($5) to download one - just click the download button in the top right corner of this page. If you are out of credits, you can purchase more here. If you are not yet a registered OpsDog user, you can sign up for free here. New users receive 1 free download credit!

Need help?
Call: 844-650-2888
Email: info@opsdog.com
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Need help?
Call: 844-650-2888
Email: info@opsdog.com
Need help?
Call: 844-650-2888
Email: info@opsdog.com
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