Loan application acceptance template

The Loan Application Acceptance Email Template within our Sales CRM is designed to enhance the efficiency and professionalism of communicating loan approvals to applicants. This template ensures that accepted applicants receive clear, detailed, and positive confirmation of their loan approval, along with the next steps and necessary information. Here are the key value propositions:

  1. Efficiency: Streamlines the communication process, allowing the finance team to promptly inform applicants of their loan approval.
  2. Consistency: Ensures all accepted applicants receive a standardized, professional notification, maintaining a uniform communication approach.
  3. Customer Satisfaction: Enhances the customer experience by providing clear instructions and information, fostering a positive relationship from the outset.
  4. Compliance and Documentation: Maintains a documented trail of communications for regulatory compliance and internal auditing purposes.
  5. Professional Image: Reinforces the company’s commitment to quality service and professionalism.


View Setting

➡️ Profile icon > Settings > Proposal > Loan application acceptance > View


Add new finance template

➡️ Complete template contents > Save



Use tagging to help add information and helps reduce administrative work

What action triggers this notification: 

Once the Finance option is opted for, whoever has Sales access can accept the finance request.

➡️ Reporting tab > Burger menu > Finance > Finance request.

  • All finance requests will be shown. Click Accept for the finance request.

  • This email will be triggered and the customer will receive this email/SMS.