Partnering Bank Toolkit (Small Dollar Loan Program)
Step 1 - Online Tracking Form (Verification)
Sample referral forms - Please verify the applicant (client) has the appropriate signed referral forms.
Please verify the applicant (client) has been referred by one of our active referral partners by comparing the online tracking sheet against the Loan Referral Form.
Step 2 - Underwriting Guarantee Survey
This online survey will help you assess if the referred applicant (client) meets all program requirements. If you have verified all required documentation and meets all underwriting criteria, Next Step KC will guarantee their small-dollar loan. The completed survey will be sent to you and Next Step KC as verification.
Step 3 - Online Tracking Form (Status Update)
Please update the applicant's (client's) status on the online tracker. Please only enter the information requested.
Step 4 - Loan Status Codes
Please use these codes as to update the online tracker form.
Feel free to use these other resources to help any clients or customers.
Other Resources - Partnering Bank Toolkit
Here are other forms and documents you can customize for your small-dollar loan program.
Small-Dollar Loan Credit Application
Loan File Checklist
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