Automate commercial loan application Template using PHC GO Bot

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Your help guide to Automate commercial loan application Template using PHC GO Bot

Enter a world of seamless document management with airSlate, a powerful document automation platform that empowers you to automate your entire document workflow and integrate your tools into one cohesive system. With a no-code solution and hundreds of pre-programmed bots, airSlate turns manual tasks on autopilot, saving you effort and time. Now, let’s explore how you can run your automated commercial loan application workflow with airSlate within minutes.

How to Automate commercial loan application Template using PHC GO Bot:

  1. Create your airSlate account and a workspace(s).
  2. Access your dedicated workspace by signing in.
  3. Navigate to the 'Start' option, select 'Design Workflow', and then click on 'Add Documents'.
  4. Add your document from your PC or cloud, or create it from scratch.
  5. Add fields or widgets, and designate signers.
  6. Add the PHC GO bot to your commercial loan application template.
  7. Define the rules for your bot by setting the conditions that trigger its actions. Click 'Apply' to activatу the bot.
  8. Launch this workflow to send documents to recipients.

airSlate’s PHC GO bot works as a highly effective tool for automating commercial loan application templates and streamlining document workflows. Begin saving time, minimizing mistakes, and enhancing productivity by leveraging the power of automation with airSlate.

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Discover a no-code way to develop fully-automated commercial loan application workflow with PHC GO bot

  • To begin creating a new automated commercial loan application workflow, go to the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

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  • After a document is uploaded or imported, you can add fillable fields to customize it. Place fields anywhere in a document to make it easier for individuals to complete.

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  • After you’ve added or created commercial loan application, the next stage is assigning this document along with its fields to recipients.

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  • Next, navigate to the Assign fields dropdown to indicate which document fields are meant for which recipients.

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  • Once done, click Continue at the bottom of the page.

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  • The last stage of configuring an automated commercial loan application workflow is adding the no-code bots. To add a PHC GO bot to the step, hover over the step you need to automate and select the Add bot to step option.

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  • At this stage, the list of offered bots has limitations. Select All bots in the top left area to find the complete list of the bots you can add to the step. Alocate the PHC GO bot, click Install bot, and configure the bot settings.

    Workflow document feature example Workflow document feature example
  • Now that your automated commercial loan application workflow is set up, you can:

    • check how it works by selecting Test
    • select Finish later if you intend to go back to the workflow setup
    • click Publish to send out your workflow
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Here are the top 5 facts, statistics, and trends related to Automate commercial loan application Template using PHC GO Bot:

  1. In a survey conducted by the National Federation of Independent Business, 85% of small business owners reported that applying for a commercial loan was a time-consuming and stressful process. Automating the loan application template can save business owners valuable time and streamline the application process.
  2. According to the Small Business Administration, nearly 70% of small business loan applications are denied each year. By utilizing automated templates for commercial loan applications, businesses can ensure that their applications are complete and accurate, increasing their chances of approval.
  3. The use of automation in loan application processing has been steadily increasing in recent years. According to a report by McKinsey & Company, the global market for automation technology in banking and finance is expected to reach $10 billion by 2023.
  4. By implementing an automated commercial loan application template, financial institutions can significantly reduce the time and resources required to process loan applications. This can lead to faster approval times and increased customer satisfaction.
  5. In a study conducted by Deloitte, it was found that businesses who implement automation technology in their loan application process experience an average of 30% reduction in processing times and a 20% increase in loan approval rates. This demonstrates the significant impact that automation can have on commercial loan applications.
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Things to know

Platforms

Set up and Automate commercial loan application Template using PHC GO Bot

When customizing your commercial loan application template, you have access to WorkFlow's PHC GO bot, which streamlines your day-to-day routines with document management. Stay informed with notifications and reminders, and simply arrange completed documents within your account.

Options

Modernize your daily jobs using the PHC GO bot

With the PHC GO bot, automating commercial loan application templates is a cinch. Unlock the full capacity of document routing with streamlined accuracy to get rid of the necessity for continuous monitoring. By configuring bots to run flawlessly utilizing 'if-this-then-that' logic, you’ll enjoy an unrivaled amount of efficiency and effectiveness.

How to use

Set up the bot’s conditions to automate the commercial loan application template

  1. Click Start → Design workflow → Add documents.
  2. Upload your document from your desktop or cloud, or create it from scratch.
  3. Add fields or widgets and save adjustments.
  4. Add the PHC GO bot to your workflow.
  5. Set up the bot by specifying conditions and click Apply.
  6. Test your commercial loan application template after finishing the modification.
Cons

Points to consider when automating commercial loan application template using the PHC GO bot

Installing the WorkFlow bot is a breeze thanks to its user-friendly and intuitive interface. However, familiarizing yourself with its settings and condition logic may take the time. If you're configuring the PHC GO bot for the first time, give yourself ample time and ensure that you test your commercial loan application template once you've accomplished setting it up.

Easiest way

Speed up document management with the PHC GO bot

Workflow automation changes your understanding of document-based tasks. Experience the transformative power of WorkFlow's powerful automation tools, elevating communication, collaboration, and productivity. Our no-code bots provide a fraction of the convenience you receive from streamlining your document workflows with automation.

Questions & answers
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