LoansPQ makes it easy for your institution to add online
loan processing capability to your existing website.
In most instances, LoansPQ can be configured to work
with your website within 2 weeks. An outline of our
setup procedure follows:
Phase 1: Gathering Information
We start by collecting information that we need in order
to properly setup LoansPQ to work with your web presence.
These items include:
- The Web address to be linked to LoansPQ
- Any logo/artwork that is used on your website
- List of Loan Types you currently offer
- List of your loan products with any supporting rate
detail and information (Word or PDF file)
- Applications and Letters that you would like to
integrate into the LoansPQ system.
Phase 2: Templates & Forms
Once your letters and application forms are digitized,
the fields are "mapped" to the data that applicants
provide when they submit their applications.
For instance, if a user applies for a car loan, the
information that the user provides can be used to pre-fill
the fields of additional applications or letters. This
allows you to cross-sell and qualifies the applicant
for additional loans or print letters to the applicant
without the hassle of re-entering their information.
Phase 3: System Training
Training is usually performed via a WebEx session that
allows you to view and interactively participate in
all aspects of learning the system. WebEx allows this
to take place over the web in your own office environment
scheduled at convenient dates and times.
Training is typically completed in 2 hours or less
and can be divided into two 1-hour sessions.
Phase 4: Marketing & Advertising
LoansPQ has a library of marketing collateral materials
that are fully customizable upon request. From print-quality
flyers to animated flash banners, you will be able to
notify consumers and prospects of your ability to quickly
process their loan applications online in a variety
of mediums.
Phase 5: Process Loan Application Submissions
Once LoansPQ is setup to process applications, it will
be active on a 24/7 basis, allowing your current consumers
and prospects the convenience of submitting loan applications
online.
Processing these applications is as easy as logging
into your LoansPQ account and reviewing the loan application
submissions. You have a full suite of tools to help
you run credit reports, generate customized reports,
print letters, archive documents--and much, much more!
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