I recently read that many small banks are struggling to support the CARES Act, which helps small businesses through the Paycheck Protection Program (PPP).
As a small way to help out, we have used Microsoft Forms Pro (part of Office 365) to create an electronic PPP application. The form contains everything you are likely to need to know as a lender to support your small business customers with these loans at this critical time.
To import the form into your Office 365 environment:
You will see the PPP Application in template format. Click the “Duplicate it” button to create a duplicate copy in your environment.
A number of things will need to be done in order to get the template ready for production:
Each bank has its own processes and loan origination systems. To further automate and secure processes, we recommend the following:
For small banks, there may be some manual processes. But, at a minimum, we hope this form helps you to serve your small business clients during this important time.
C5 Insight can support you in acquiring nominal Microsoft Office 365 licenses for the purpose of deploying this application process. Alternatively, you can consider other online forms or survey solutions, or online portals that most modern CRM solutions can rapidly deploy.
If you need support getting this integrated into your processes, C5 Insight is here to help. Contact us and let’s setup a time to talk about your goals and processes.
If you do decide to use this resource, please let us know! We’ve put time into this as a public service and would like to know if it serves others.
This Microsoft Forms Pro 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 our response to the COVID-19 crisis. This should be treated as a template and should be thoroughly reviewed by each banks security teams, IT departments, legal groups, loan originations and other teams to ensure full alignment with all security needs, bank standards and legal/compliance standards. C5 Insight, Inc is not responsible for how this form is used and is not liable for any potential misuse of the form.
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