Workflow Template
Commercial Loans (General)
This workflow template illustrates the origination, underwriting and approval/denial of commercial loan applications. 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 Commercial Loans (General) process.
Related KPIs : Commercial Loans Closed per Commercial Loan Processing Employee, Commercial Loans Outstanding per Commercial Loan Officer, Cycle Time: Commercial Loan Decision, Unit Cost: Commercial Loan Application
What is Commercial Loans (General)?
The Commercial Loans (General) process involves the origination, underwriting and approval/denial of commercial loan applications. This process includes loan renewal documentation review (if necessary), loan application review (if necessary), customer needs assessment, credit analysis and final approval or denial of the loan based on the borrower's credit-worthiness. Ensure that all rejection decisions are communicated with the customers. Commercial loans are mainly given to businesses, corporations and other non-individual customers.
Download a Sample Commercial Loans (General)
Frequently Asked Questions
Q: How do you create your Workflow Templates?
A: From real-world consulting engagements with Fortune 500 leaders. We’ve spent 25 years analyzing operations at hundreds of leading companies worldwide, documenting thousands of business processes at precise levels of detail. We’ve anonymized this data—drawn from millions of dollars’ worth of consulting assignments—and have made it available to you in easy-to-use templates at affordable OpsDog prices.
Q: What can a Workflow Template do for me?
A: Boost productivity, efficiency, and service levels! Broken business processes—marked by manual workarounds, downtime, and errors—are all too common. Many businesses write off this waste as “the cost of doing business.” But you know better than that! Simply select the OpsDog Workflow Template that best fits your situation, tweak it to your liking, and then use it to train employees, identify process improvements, inform an IT project, or re-design a workflow. That’s a lot of power in your hands, cheap!
Q: What’s in the box when I buy one?
A: Three handy versions, all in one zipped file. It’s yours to download immediately upon purchase, and includes your chosen Workflow Template in PDF format, plus Microsoft PowerPoint (which you can edit), and Visio (which you can also edit).
Q: Your download-able templates look great. But I need something custom. Can you help?
A: Heck yes. Our analysts would be happy to provide you with a more detailed Workflow Template than what we offer for instant download. We can also develop an entirely new, customized Workflow Template to fit your business; we specialize in this stuff and would love to help you! Simply email us (info@opsdog.com) or call us at 866.650.2888 and one of our friendly professionals will be happy to answer all your questions.
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