Loan Application Prioritization Project Template

More financial-services templates

Streamline your loan application process with this comprehensive template. Designed for Branch Managers in the financial services industry, this project helps track and prioritize loan applications to ensure timely processing and high customer satisfaction.

Follow the step-by-step tasks to set up a tracking system, develop prioritization criteria, train your team, and continuously review the status of applications. This template also includes methods for gathering customer feedback and implementing improvements.

Get this template on priority matrix

Loan Application Prioritization Project for Priority Matrix

Loan Application Prioritization Project in Priority Matrix

Ensure timely processing of loan applications with a structured tracking and prioritization system.

You can start using Loan Application Prioritization Project or other Financial-Services Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Critical & Urgent

  • Task 1: Set Up Loan Application Tracking System (Due in 1 week)
    ☐ Choose a suitable tracking system ☐ Implement the system ☐ Train team on using the system
  • Task 2: Develop Prioritization Criteria (Due in 2 weeks)
    ☐ Identify key factors for loan urgency ☐ Identify key factors for loan importance ☐ Develop a scoring system

Important but not Urgent

  • Task 3: Apply Criteria to Existing Applications (Due in 3 weeks)
    ☐ Apply scoring system to all existing applications ☐ Reorganize applications based on score
  • Task 4: Train Team on Prioritization Criteria (Due in 4 weeks)
    ☐ Explain criteria to team ☐ Do a few examples together ☐ Monitor team's initial application of criteria

Urgent but not Critical

  • Task 5: Weekly Review of Application Status (Due in 5 weeks)
    ☐ Check status of all applications ☐ Identify any bottlenecks ☐ Adjust priorities as necessary
  • Task 6: Update Tracking System with New Applications (Due in 6 weeks)
    ☐ Add new applications to system ☐ Apply prioritization criteria

Not Urgent & Not Critical

  • Task 7: Monthly Report on Loan Applications (Due in 7 weeks)
    ☐ Prepare report on status of applications ☐ Identify trends or issues ☐ Present report to upper management
  • Task 8: Review and Update Prioritization Criteria (Due in 8 weeks)
    ☐ Review effectiveness of criteria ☐ Make necessary adjustments
  • Task 9: Customer Feedback Collection (Due in 9 weeks)
    ☐ Develop a feedback form ☐ Send form to customers ☐ Analyze feedback
  • Task 10: Implement Feedback Improvements (Due in 10 weeks)
    ☐ Identify key areas of improvement from feedback ☐ Implement changes