To get the loan application, visit https://bit.ly/2ULuskV. This page also provides information on how to import the form into the bank’s Office 365 environment, a list of actions needed to get the template ready for production, and another detailed list of things the bank needs to do to further automate and secure the loan application process.
C5 Insight can support small regional and community banks in acquiring Microsoft 365 licenses for the purpose of deploying the application process, or in consultation with using other solutions currently owned by a bank, such as most modern Customer Relationship Management (CRM) solutions. Banks needing support getting the loan application integrated into their processes can contact C5 Insight to set up a time to talk about their goals and processes by visiting, https://bit.ly/3aP8AL5.
The Microsoft Forms Pro loan application template is provided by C5 Insight at no cost as a service to banks and the small businesses that they serve in order to aid with the response to the COVID-19 crisis.
C5 Insight was founded in 2002 and is a leader in delivering customer engagement and employee collaboration projects. The company has consulted with hundreds of companies around the world in a broad range of industries. The firm has twice been named to the Inc. 5000 list of fastest growing companies. For more information about C5 Insight, visit https://www.C5Insight.com.