Customer Story

Creating an Online Paycheck Protection Program Loan Application

Customer Story

Creating an Online Paycheck Protection Program Loan Application

Customer Story

Creating an Online Paycheck Protection Program Loan Application

Customer Story

Creating an Online Paycheck Protection Program Loan Application

Customer Story

Creating an Online Paycheck Protection Program Loan Application

With the launch of the Paycheck Protection Program (PPP), Tri Counties Bank needed a way to collect loan applications from customers quickly, without the time or cost of custom development. They used Forms for Salesforce and Documents for Salesforce to create an online PPP loan application in just one week, which helped deliver $436.7 million in loans to businesses within the communities they serve.
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Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ:TCBK) headquartered in Chico, California. They provide a unique brand of customer service with solutions available in stand-alone and in-store bank branches in communities throughout Northern and Central California.
Banking
2018
Online Loan Application
Documents, Formstack for Salesforce
Document Generation, Salesforce Drag-and-Drop Form Builder, Data Routing
Customer Story

Creating an Online Paycheck Protection Program Loan Application

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Customer Story

Creating an Online Paycheck Protection Program Loan Application

MIN
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About the Episode
Episode Highlights
Meet our Guest
Episode Transcript

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 eliminate 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.

Results

Launched a comprehensive PPP loan application process in one week

Originated and funded 2,908 loans totaling $436.7 million

Completely automated the entire loan application process from data collection to documentation

Preserved 25,000+ jobs from businesses within the communities they serve

Created entire process and stored all data points within Salesforce

Saved countless hours by eliminating manual data entry and hard coding

Customer Story

Creating an Online Paycheck Protection Program Loan Application

Customer Story

Creating an Online Paycheck Protection Program Loan Application

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Customer Story

Creating an Online Paycheck Protection Program Loan Application

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Introduction
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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 eliminate 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.

Results

Launched a comprehensive PPP loan application process in one week

Originated and funded 2,908 loans totaling $436.7 million

Completely automated the entire loan application process from data collection to documentation

Preserved 25,000+ jobs from businesses within the communities they serve

Created entire process and stored all data points within Salesforce

Saved countless hours by eliminating manual data entry and hard coding

Panelists
No items found.
Infographic

Creating an Online Paycheck Protection Program Loan Application

Learn how Tri Counties Bank launched an online PPP loan application by completely automating the entire process from data collection to documentation.
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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 eliminate 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.

Results

Launched a comprehensive PPP loan application process in one week

Originated and funded 2,908 loans totaling $436.7 million

Completely automated the entire loan application process from data collection to documentation

Preserved 25,000+ jobs from businesses within the communities they serve

Created entire process and stored all data points within Salesforce

Saved countless hours by eliminating manual data entry and hard coding

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 eliminate 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.

Results

Launched a comprehensive PPP loan application process in one week

Originated and funded 2,908 loans totaling $436.7 million

Completely automated the entire loan application process from data collection to documentation

Preserved 25,000+ jobs from businesses within the communities they serve

Created entire process and stored all data points within Salesforce

Saved countless hours by eliminating manual data entry and hard coding

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Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

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 eliminate 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.

Results

Launched a comprehensive PPP loan application process in one week

Originated and funded 2,908 loans totaling $436.7 million

Completely automated the entire loan application process from data collection to documentation

Preserved 25,000+ jobs from businesses within the communities they serve

Created entire process and stored all data points within Salesforce

Saved countless hours by eliminating manual data entry and hard coding

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 eliminate 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.

Results

Launched a comprehensive PPP loan application process in one week

Originated and funded 2,908 loans totaling $436.7 million

Completely automated the entire loan application process from data collection to documentation

Preserved 25,000+ jobs from businesses within the communities they serve

Created entire process and stored all data points within Salesforce

Saved countless hours by eliminating manual data entry and hard coding

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 eliminate 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.

Results

Launched a comprehensive PPP loan application process in one week

Originated and funded 2,908 loans totaling $436.7 million

Completely automated the entire loan application process from data collection to documentation

Preserved 25,000+ jobs from businesses within the communities they serve

Created entire process and stored all data points within Salesforce

Saved countless hours by eliminating manual data entry and hard coding

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 eliminate 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.

Results

Launched a comprehensive PPP loan application process in one week

Originated and funded 2,908 loans totaling $436.7 million

Completely automated the entire loan application process from data collection to documentation

Preserved 25,000+ jobs from businesses within the communities they serve

Created entire process and stored all data points within Salesforce

Saved countless hours by eliminating manual data entry and hard coding

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 eliminate 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.

Results

Launched a comprehensive PPP loan application process in one week

Originated and funded 2,908 loans totaling $436.7 million

Completely automated the entire loan application process from data collection to documentation

Preserved 25,000+ jobs from businesses within the communities they serve

Created entire process and stored all data points within Salesforce

Saved countless hours by eliminating manual data entry and hard coding

A manual process would never have worked as the amount of data entry would have been too much for our team to manage. We needed tools like Formstack and Salesforce to make this possible.
Todd McGregor
Salesforce Platform Manager at Tri Counties Bank
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