Commercial Loan Sales (SMB Client)

Workflow Template

Commercial Loan Sales (SMB Client)

This workflow template illustrates the origination of commercial loans for small/medium-sized business clients (SMB), including all of the steps from initial sales contact (by the loan officer) through the drafting and acceptance of the loan agreement. Purchase and download this template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand the Commercial Loan Sales (SMB Client) process.

Related KPIs : Calls Handled per Representative, Commercial Loan Officers per Commercial Credit Analyst, Commercial Loans Closed per Commercial Loan Processing Employee, Commercial Loans Outstanding per Commercial Loan Officer, Sales Representative Activity Breakdown: On-Phone

What is Commercial Loan Sales (SMB Client)?

The Commercial Loan Sales (SMB Client) process deals with the sale of commercial loans to small and medium-sized business (SMB) or institutional clients. "SMB" clients typically have less than 1,000 employees, but this threshold may vary from bank-to-bank. This process kicks off with a call from a commercial loan officer to a commercial sales lead, or prospect. Prior to contacting the lead, the loan officer typically performs some research to understand the client's business. During the initial sales call, the loan officer gathers information regarding the client's needs. A package of documents, including potential loan options, is then prepared to present to the client. If the client decides to move forward, a good faith deposit is collected and the formal application process begins. During the application process, the client and loan processing/closing staff members coordinate to collect all requisite information and ensure that the loan terms are satisfactory.

Download a Sample Commercial Loan Sales (SMB Client)

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 ( 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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