Small Business (SMB) Lending Workflow Template

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Overview: Small Business (SMB) Lending Workflow Template

This workflow template illustrates the processing and approval/denial, documentation and maintenance of small business loans. Purchase and download this template in PDF, Visio (VSD), PowerPoint (PPT) formats. You can customize it to fit your own organization, or simply use it to better understand the Small Business (SMB) Lending process.

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Process Details and FAQ: Small Business (SMB) Lending

What is included in Small Business (SMB) Lending?

The Small Business (SMB) Lending process involves the processing and approval/denial, documentation and maintenance of small business loans. "SMB" clients typically have less than 1,000 employees, but this threshold may vary from bank-to-bank. This process includes customer walk-in (proceeds meeting with the loan officer to determine the customer's needs) or contact (loan officers typically research a prospect to understand the client's business before contact), application submission, borrower financial information collection, credit investigation, closing, initial funding and notification generation. Loan officers should request additional information from the customer if the loan application is missing information or important documents.

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

The following metrics may be used to measure the Small Business (SMB) Lending process:

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

The following parties are typically involved in the Small Business (SMB) Lending process:

  • Customer
  • Credit Analyst
  • Loan Officer
  • 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


    Small Business (SMB) Lending

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


    Call: 844-650-2888


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