Have your partners & TA providers help applicants with their applications

As a lender you can enable you partner organizations working closely borrowers tonavigate the loan application process smoothly. In this guide, we will walk you through the key steps and features available on the Presta platform that can facilitate a seamless experience for your partners and borrowers. 

Streamlining Loan Applications: A Guide for Partner Organizations

Let's explore how your partners can support borrowers through the application process:

Loan Dashboard

Once you log in, the lender dashboard provides a comprehensive overview of all loan applications. Here, your partners can easily access functions such as creating new loan applications and reviewing existing ones.

Creating a New Loan Application

With Presta, creating a new loan application is a breeze. By clicking on the "New Application" button within the dashboard, your partner can initiate the process. Upon submission, the application will be instantly shared with the borrower.

Viewing Loan Applications

Your partners can effortlessly view and manage individual loan applications from the dashboard. By clicking on the application name, they can access detailed information about the borrower and their loan request. Additionally, they can conveniently search for the applications you are currently focused. This makes it easy for you as a Lender because you don’t have to constantly be a middle-man passing communicative information on behalf of other people. 

Completing Tasks on Presta

Presta offers a task management feature that helps your partners stay organized and streamline the loan application process. From the dashboard, they can view borrower or lender tasks associated with each application. By completing tasks within the platform you ensure that the application is well-prepared for review without any missing documents, increasing the likelihood of approval.

Get started with Presta today!

We hope this guide has provided you with a clear understanding of how partner organizations can support borrowers through the loan application process using the Presta platform. By leveraging these features, you can enhance collaboration with partners and empower borrowers to navigate the process with ease. If you have any further questions, please reach out or book a call to find out more.

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