An application for lending is a tool that allows you to automate the process of granting loans to an organization by other legal entities or individuals. This process includes the coordination and passage of the loan application itself, as well as the coordination and signing of the loan agreement.

This tool allows you to significantly reduce the time needed for creating, monitoring, searching for and processing applications for loans, as well as loan agreements; to increase the employees’ performance; ensure the security and reliability of information storage, as well as delineate the rights of access to documents.

Features and Advantages:

  • Automation of the application for crediting and the subsequent automated process of agreeing and signing a loan agreement
  • Automatic determination of the route of the business process on the basis of information on the required loan and credit conditions
  • Automatic identification of participants in the business process on the basis of information about the author of the application
  • Availability of a system of regular reminders to the employee in case of non-fulfillment of the assignment within the allotted time, with the possibility of sending a notice to his supervisor
  • Ability to automatically negotiate / approve, in the absence of action by the negotiator
  • Automatic forming of the approval page with the possibility of saving or printing
  • The ability to generate automatically reports on the status of approval of certain documents and the regular sending of such reports to managers
  • Automatic generation of registration numbers according to specified rules
  • Flexible demarcation of document access rights, depending on the role and position of the employee, the type of document (public or non-public), the type of document and its status
  • Ability to store packages of different types of documents (Word, PDF, Excel, PowerPoint, and Visio) within the same document
  • Flexible search of documents in the repository for various attributes. The ability to export search results into MS Excel format
  • Functionality of bilateral links between different documents
  • Functionality of version control of documents
  • Recording all actions with the document in the document history
  • Lack of necessity to keep a paper archive of legally significant documents
  • Reduction of time needed to create, search and process standard documents
  • Increase the efficiency of the customer's employees
  • Simplification of interaction between employees of various Customer units in the process of working with applications for lending
  • Strengthening the control of employee performance
  • Ensuring the transparency of business processes
  • Tracking status, timing and progress of document alignment

Advantages of working with us:

  • More than 7 years of experience with the platform
  • All of our SharePoint platform specialists are certified developers, our company has Microsoft-partner status
  • More than 30 successfully completed projects, own products based on SharePoint platform
  • Experience in designing highly loaded systems (up to 5000 concurrent users)
  • Expertise and availability of ready-made solutions for the financial industry, energy companies, management companies
  • A full range of services for the development and implementation - from investigation and business requirements to implementation and support solutions
  • The functionality of the systems covers the spectrum of the main business processes of organizations and allows to customize business processes and systems to customer requirements
  • Own infrastructure for the project execution