What to look for in your PPP Module Vendor:

  • Be sure to see a demo and watch out for vendor vapor ware (you don't have time to lose).
  • Make sure there are automated rules in the web forms to verify employee limits for combined entities.
  • Do the forms already include the SBA FAQ?
  • Do not just buy digital forms; you need workflow too.
  • Ask the vendor to change the workflow from 1 reviewers to 2 and back again (should not involve code).
  • Ask to see a real-time chart that updates based on the filters you set - all with no code.
  • Ask about connectivity to the SBA E-Tran database (a notoriously dated system).
  • Can you add some of your own customizations to the workflow?

Watch our video below.  ProcessMaker can have you processing loan applications within 2 days.

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