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.

Loan application processing in PaperTrail
  • 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

  1. 01 A simple form that feeds your systems. Applicants complete one easy form that integrates with your back-end system.
  2. 02 Consistent, lawful assessments. PaperTrail’s smart engine applies your scorecard matrix to every application.
  3. 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.

Just have some great news to share with you that our specific PaperTrail Project won the “Megavation Award” at the FirstRand Awards Event.

FirstRandPaperTrail client
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