Paycheck Protection Program
Organization Collaboration StrongBox Enables the Rapid Collection of SBA PPP Loan Documentation
The Organization Collaboration StrongBox makes it easy as 1-2-3 to collect documents needed in your SBA Paycheck Protection Program lending.
- STEP #1 – Your Financial Institution creates a standard email template and sends it to each small business borrower with intro, SBA Loan Application, a list of documents they need to supply and a link to the secure return address folder.
- STEP #2 – Borrower completes the PPP Loan application and compiles the list of documents they need to provide for the application. Borrower then uploads documents to your secure return address folder for review and processing by your financial institution.
- STEP #3 – From there, our full text indexing, tagging and advanced search engine start organizing the information provided for your internal team to begin processing. Individual or groups on your team get notified via email and/or text that document(s) have been uploaded and can log in to verify and process/forward information to SBA or internal lending department.
We’re dedicated to helping you help your small business customers in their time of need!
WORKFLOW FEATURES AND FUNCTIONALITY
Team Collaboration StrongBox Module
Download, Upload and Collaboration Folders
Automated Search and Tagging of Incoming Documents
Advanced Search Functionality via Phrase or Tag
Specialized Group Capabilities
Folder multi-file Download to ZIP File capabilities
Patented Encryption, File Restrictions, User Roles and Audit Trails
IP Restriction Capabilities