Loan Application Process Management Template

More banking templates

Effectively manage and allocate time to the most urgent tasks in the loan application process. This template ensures all loan applications are processed within deadlines, focusing on critical steps like reviewing new applications, conducting background checks, preparing loan agreements, and more.

By following this structured approach, you can guarantee that every application receives the necessary attention to meet strict deadlines, enhancing the overall efficiency and reliability of your lending process.

Get this template on priority matrix

Loan Application Process Management for Priority Matrix

Loan Application Process Management in Priority Matrix

Manage loan applications with efficiency to meet deadlines and ensure thorough processing.

You can start using Loan Application Process Management or other Banking 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

High Impact, Urgent

  • Task 1: Review new loan applications due in 1 day
    ☐ Check application forms for completeness ☐ Verify applicant's credit score ☐ Assess applicant's repayment capability
  • Task 9: Respond to customer inquiries due in 1 day
    ☐ Answer questions about loan products ☐ Provide information on loan status
  • Task 10: Conduct loan appraisal due in 2 days
    ☐ Evaluate applicant's collateral ☐ Assess loan risk
  • Task 2: Conduct background checks due in 3 days
    ☐ Verify applicant's employment status ☐ Check applicant's financial history

High Impact, Not Urgent

  • Task 3: Prepare loan agreements due in 1 week
    ☐ Draft loan agreement ☐ Include loan terms and conditions ☐ Prepare repayment schedule
  • Task 4: Schedule loan disbursements due in 2 weeks
    ☐ Confirm loan approval ☐ Coordinate with finance department

Low Impact, Urgent

  • Task 8: Attend team meeting due in 3 days
    ☐ Discuss current loan portfolio ☐ Share updates on loan applications
  • Task 5: Monitor loan repayments due in 1 month
    ☐ Track repayment schedules ☐ Send reminders to borrowers

Low Impact, Not Urgent

  • Task 6: Update loan database due in 1 week
    ☐ Update loan status ☐ Record payment history
  • Task 7: Prepare monthly reports due in 1 month
    ☐ Compile loan application data ☐ Analyze loan performance