Challenge
When Tri Counties Bank was awarded PPP loan funds to disperse, they began looking for a way to create an online loan application process that could collect hundreds of data points and easily integrate with their current systems. They needed to build an automated process that eliminated manual data entry, considering the time sensitivity of the project and the need to approve and originate loans quickly. The biggest challenge was finding a tool that required zero coding and could easily integrate data with Salesforce Financial Services Cloud through nCino.
Solution
Within one week, they were able to create a secure online PPP loan application using Forms for Salesforce. Thanks to the simple drag-and-drop interface, native capabilities, and ability to build off of Salesforce objects, the entire process was built within their Salesforce account—no mapping of fields, coding, or syncing of data needed. They also built loan documents within Documents for Salesforce to complete the process. Official documents were automatically generated using submitted form data and could be managed within their Salesforce account.
FormsEnhance data collection to data workflows with our enterprise-grade, yet easy-to-use no-code online form builder.
DocumentsAutomate revenue-generating documents and transform data into professional, dynamic documents to impress your end customers.
SignCollect digital signatures easily and securely with the eSignature solution that is easy for you and your end customers.
Formstack StreamlineMarket-first process automation platform for building error‒free, data‒rich workflows with automatic prefill that reduce costs and risks, and improve efficiency.
SuiteFormstack’s all-in-one solution for online forms, document generation, eSignatures, and automated workflows.
Schedule a DemoSee the platform in action for yourself
Forms for SalesforceSecurely collect and manage data all within your Salesforce org with our market-first native forms solution.
Documents for SalesforceRobust document generation for all your business needs and integrated with Salesforce - from proposals to contracts and invoices.
