Quickly review loan applications for maximum efficiency | Kiosk Studio Session #5

Looking for more ideas? Please check out our other posts!

• Session #1 covers how to view customers from the same industry.
  
• Session #2 covers how to build a call script kiosk.
• Session #3 looks at streamlining appointments. 
• Session #4 shows how kiosks can simplify sales for bank employees.
  
• Session #5 helps you review loan applications quickly. [You are here]
• Session #6 packs an entire service request workflow into a single kiosk.
  
• Session #7 helps you create your own convert feature.
  
• Session #8 shows you how to view a record's subform entries - without opening that record!

Hello everyone, 

Let's take a lending institution as the context for this session. A lot of people apply for loans, and the process of reviewing these applications can be labor-intensive and time-consuming. This process is handled by loan officers and underwriters at lending institutions.

Before underwriting, loan officers conduct an initial review to ensure:

• Only well-prepared applications reach underwriters.
  
• Eligible borrowers receive faster turnaround times.
  

However, managers noticed bottlenecks in the initial review stage. Many applications stalled, and those that passed still had issues. Loan officers manually opened CRM records, checked multiple modules for details, updated statuses, and sent emails—for each application. Because of this, they felt overwhelmed when reviewing applications alongside other priority tasks. You can see this from the perspective of a loan officer:  

The CRM admin proposed Kiosk Studio to speed up reviews while ensuring consistency and compliance.

The proposed workflow

• Loan applications needing review appear on loan officers’ CRM homepages.
  
• Officers access consolidated details on the loan, borrower, and loan type.
  
• Officers can approve, request more information, or decline applications with one click.
  
• Status updates and email notifications are automated.
  

Managers approved, and the CRM admin went ahead with the implementation. Loan officers tested it and found the process significantly easier. Let's watch a loan officer zoom through the review of submitted applications without leaving the home page:

The results:

• Faster processing times.
  
• Increased consistency and compliance.
  
• Kiosks in the daily workflow.
  

Configuration

This kiosk was configured using screens, a GetRecords component to get the list of loan applications, a query to bring in data from three modules in a single go, and automated actions (field updates and email notifications).
The entire configuration can be seen below:

New to Kiosk Studio? Get up to speed quickly by checking out the following resources:

• For a basic overview, see Kiosk Studio - an overview.
  
• If you'd like to learn more about the various elements found in kiosks, check out Elements of a kiosk.
  
• For instructions on how to create and embed kiosks, see Working with Kiosk Studio.
  
• If you run into difficulties, submit a ticket and get help from our support team.

Check out previous Kiosk Studio session posts here: Session #1 covers how to view customers from the same industry, Session #2 covers how to build a call script kiosk, Session #3 looks at streamlining appointments, and Session #4 shows how kiosks can simplify sales for bank employees.

We hope you found this session informative. Please share your feedback and stay tuned for the next session!

• Topic Participants

• Kiran Karthik P

  

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