Loan applications collected through paper forms or unstructured emails give financial institutions and lending teams inconsistent information to work with. Personal details are incomplete. Employment history arrives in different formats. Income figures are missing or unverified. Without a structured, centralized record of each application, managing the review process requires manual effort that should not be necessary.
The Loan Form template for SharePoint, built with Infowise Ultimate Forms, provides a structured digital loan application that captures all the information required to assess and process a request. It covers personal identification and contact details, loan specifics, citizenship status, employment history, and income details, with every submission stored as a complete, searchable record in SharePoint.
How it works
Personal and contact information
The form captures the applicant's full name, home phone, cell phone, email address, and mailing address alongside personal details including title, gender, marital status, and number of dependents. Required identification fields capture the Social Security number, driver's license number, and date of birth, ensuring every application record contains the information needed for identity verification and eligibility assessment without requiring a separate documentation step.
Loan details
A dedicated loan section captures the type of loan being requested, the applicant's citizenship status, the financial institution associated with the application, the requested amount, and the preferred loan term. Capturing these details in structured columns ensures that every application arrives with the core financial parameters clearly defined, making it straightforward to filter and prioritize applications by loan type, amount, or term.
Employment information
The form captures the applicant's current employer, employer address, position held, and employment start and end dates. This structured employment history gives the reviewing team a clear picture of the applicant's current employment status and tenure without requiring follow-up to gather basic information that should have been included in the original application.
Compensation and income
A dedicated income section captures the applicant's compensation type, monthly income, and any additional income sources. A specify source field allows the applicant to identify and describe other income streams such as rental income, freelance work, or investment returns, giving the reviewing team a complete picture of the applicant's financial position from the point of submission.
What you get
- A structured loan application form capturing personal details, identification, contact information, and demographic data
- Loan type, citizenship, financial institution, requested amount, and loan term captured in dedicated structured columns
- Employment history including employer, position, address, and start and end dates
- Compensation type, monthly income, and additional income sources with a free-form source description field
- Every application stored as a complete, searchable record in a standard SharePoint list
- Configurable loan types, compensation categories, and required fields to match your institution's specific application requirements
- Extendable with automated review notifications, approval workflows, and status tracking using Ultimate Forms
- Free for all Ultimate Forms customers, installed automatically with a single click
Built on standard SharePoint lists
The Loan Form system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All application records stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.
Read detailed installation instruction.
