Generating loan agreements doesn't have to take loads of paperwork and hours of manual data entry. With this loan agreement workflow, you can launch a completely digitized loan agreement process that will transform the way your team works and how you serve your clients. You'll never need to manually update, print, sign, mail, or scan a loan agreement again. Your clients will love how fast they receive loan paperwork after putting in their application. Impress them further by delivering documents to their email or mobile phone for easy access and signing.
With this loan agreement workflow, you can:
Eliminate paperwork and manual data entry
Automatically generate loan contracts
Quickly gather legally binding eSignatures
Securely store loan agreements in one location
What You Need
Getting started with this automated workflow is a breeze using Formstack Forms. Features like our drag-and-drop form builder, Theme Editor, Conditional Logic, and add-ons help you create professional looking forms with ease. Simply add this template to your Formstack Forms account to start gathering data you need.
Connect your online forms to Formstack Documents to automatically populate PDFs and Microsoft documents in seconds. Pairing your loan request form with this Formstack Documents template will auto-populate form data into a professional loan agreement. Simply add this loan agreement document template to your Formstack Documents account to get started.
Pairing Formstack Documents with InsureSign by Formstack makes it easier than ever to collect electronic signatures. Connect with clients easily by sending links to loan agreements via text message or email. Documents can be signed from any device, including computers, mobile phones, and tablets. Connect with any of our other eSignature integrations.
Easily collect all the information you need to populate agreements with this loan contract template. Use Conditional Logic to only ask questions relevant to the loan type or length. Use Approvals to automatically send form data to a manager for review before populating into an official loan agreement document. If you need to add a copy of a client's license to the form, simply add the File Upload field to securely upload images.
Skip manually updating loan agreements by automatically feeding data from the loan request form into this loan agreement document template. Customize this template in just a few minutes, then select your preferred delivery method using one of our many integrations. Use Conditional Logic to automatically send final merged documents to specific employees based on conditions you set, such as the client's location or loan type.
Build a loan agreement workflow in just a few steps.
Log in to your Formstack Documents account and select the loan agreement form from the list of templates. Next, you'll need to identify where your data is coming from. Select "Use a data collection form."
Store and organize your documents using our cloud storage tool, Stash by Formstack. Choose “Save my documents in Stash,” or integrate with other cloud storage tools under the “Deliver” tab.
Navigate to the "Deliver" tab to prepare your document for signing by setting up your InsureSign delivery. Select InsureSign by Formstack and customize options as needed.
Next, log in to Formstack to connect your loan request form. Under "Settings," select "Integrations." Choose the Formstack Documents integration and select your loan agreement template from the list of documents.
Review the fields to ensure your Formstack data is correctly mapped to your loan agreement template. After testing is complete, your digital loan agreement workflow is ready to go!