Industry solution
Loan Application
Build a simple loan application form that integrates with your back-end system. PaperTrail's smart engine applies your scorecard and credit regulations.
The PaperTrail solution
Integrated smart solution that complies with all credit regulations
The problem. Loan applications arrive incomplete, and assessments vary from one assessor to the next. Every manual step adds delay and compliance risk under credit regulations.

- Create a simple to use loan application form that integrates with your back-end system.
- PaperTrail smart engine will use your scorecard matrix to create an accurate and legal risk assessment.
- Each loan application will be sent on the relevant approval route and ensure compliance and integrity in the loan process.
What changes
- 01 A simple form that feeds your systems. Applicants complete one easy form that integrates with your back-end system.
- 02 Consistent, lawful assessments. PaperTrail’s smart engine applies your scorecard matrix to every application.
- 03 The right approval route, every time. Each application goes to the correct approvers, keeping the loan process compliant.
Platform capabilities
Built on the PaperTrail platform.
- 01 eForms Automate collection of data and gathering approvals See the feature
- 02 Routing and Workflow Streamline processes with automated routing and a rule-based workflow See the feature
- 03 Integration and SDK Integrate with back-end systems for streamlined enterprise processes See the feature
- 04 Electronic Signatures Sign and seal key documents with a visual representation See the feature
Read more
Further reading
Just have some great news to share with you that our specific PaperTrail Project won the “Megavation Award” at the FirstRand Awards Event.
Solutions
More industry solutions
Our Clients Fuel Our Passion.
Schedule a demo
Talk to us about Loan Application.
- support@egis-software.com
- 138 Athol Street, Highlands North, Johannesburg
Your submission was successful.
Thank you. Our team will be in touch shortly.

























