Change is never easy, especially when it comes to shifting from a long-standing lending process that has built your organization to where it is today. At Presta, we understand the initial hesitations and concerns that arise when thinking about such a transition.
How long will it take? Will we be able to keep our same workflows? Will we have to learn some new complicated system? And the list goes on. Lucky for you we have built Presta with a core focus on making this transition one of the easiest in the entire industry. Below we will outline the short set of steps to get you started in under 3 weeks.
Done! You can begin receiving loan applications right away.
Our expert team will always be around to answer any questions and help improve your process. This means we will take the lead on transitioning your process over to Presta for you and always be around to support you as changes occur within your organization.
We have designed Presta, our all-in-one CDFI lending software, to be tailor-made and editable at any point to match your exact workflow. This means you have full control in your hands forever moving forward so the process can evolve as your organization grows.
You can keep what works and make updates using any of our other features in the platform like e-signatures on documents, scoring loan applications with rubrics, auto-populating loan contracts, enabling your partners to help borrowers through the loan process right on Presta, and more! This provides you complete freedom and autonomy in making small edits or big changes at any point throughout the evolution of your organization.
Our goal is to make this process as easy as possible for your team, and we are proud to say we can do that with confidence. If you are curious about how you can get up and running with Presta today feel free to book a time to chat! We always love to hear from you and learn how we can help you achieve your goals and build the relationships that matter the the communities you serve.