Walk your customers through every step of the process with one simple platform.

The PPP loan forgiveness process is complex and is subject to change. If your process is not designed with the customer in mind, there may be unintended consequences down the road.

According to Crain’s New York Business, more than 20% of small businesses plan to switch banks after the PPP process because they’re unhappy with their current experience.*

Our PPP loan forgiveness platform helps you create an exceptional experience for your customers by managing those complexities. Created with the power and functionality of Microsoft Dynamics™ 365, you get the benefits of cloud-based flexibility combined with our deep expertise in banking and financial services.

 

*Aaron Elstein, “Millions of Businesses to Switch Banks After PPP Fiasco,” Crain’s New York Business, May 12, 2020.

Get a closer look at the Crowe PPP Loan Forgiveness Platform for Lenders.

This is a rigorous process, and our lender platform provides a defined path for PPP loan forgiveness.

Communicate consistently with your customers.

Keep your customers in the loop on requirements, let them know about next steps, and communicate any necessary adjustments along the way.

Keep your team moving in the same direction.

Stay up to date on the latest requirements, check the accuracy of forgiveness amounts, and identify at-risk borrowers.

Manage future audits.

Set up an auditable forgiveness process, collect all required documents, mitigate the risks of inaccuracy or fraud, and support an audit trail of activities.

Design a comprehensive process to work through PPP loan forgiveness.

Use just one or all four of the features below.

Submission portal

Have one place for customers to easily complete applications and upload all required documents to your organization, including:

  • Secure entry, authenticating each user
  • Direct communication with your customers 
  • Space for personalized advice, from FAQs to helpful videos

Forgiveness amount determination

This preconfigured determination functionality helps establish forgiveness amounts based on PPP forgiveness requirements, featuring:

  • Web-based technology to consistently collect and interpret information
  • Ability to save input and add to the workflow 

Standardized, repeatable workflow

Manage your organization’s workflow through the entire forgiveness process step by step, from borrower request to SBA submission to approval and beyond, with:

  • Cloud-based technology built for Microsoft Dynamics 365 and hosted securely on the Microsoft Azure™ Cloud
  • Review and validation of customer-provided documentation
  • Checklists to confirm all aspects of forgiveness are covered
  • Executive-level reporting, insight, and metrics

Specialized support

Our team of specialists are here to help support and augment your staff, perform second-line quality assurance, and tackle SBA submission. We can help:

  • Available on a per-hour or per-loan basis
  • Interpret specific situations based on PPP guidance 
  • Assist with operational setup and governance 
  • Educate and train call center personnel and relationship managers 

Request your free demo today

Fill out the form below for a demo of our PPP Loan Forgiveness Platform. Get specialized insight for your business, understand the fluctuating requirements surrounding PPP loan forgiveness, and support or supplement your staff throughout the entire process.
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Our team is here to answer your questions, set up a live demo, and more. 

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