Challenge

When COVID-19 created a huge need for contactless services, a large credit union reached out to Brand Interactive Communications for help. All their loan applications--including mortgages, auto loans, personal loans, and business loans--were paper-based PDFs. The process took almost two weeks to complete and required members to come to a branch to submit the paperwork. With six branches and nearly 20 loan officers, the credit union needed a way to quickly adapt their paper applications to a fully digital process.

Solution

Brand Interactive Communications created an entirely digital, secure loan application process using Forms and Documents. Using Conditional Logic, the member is only shown form questions related to their loan type. Hidden Calculating Fields create an overall application rating, which allows loan officers to pre-approve applicants. Once an application is completed, members receive an automated completion notification in minutes, and their information is sent through Zapier to ActiveCampaign. The information is then sent to Documents, which creates a professional, branded loan application for final review, sign-off, and storage.