Checklist

7 Easy Steps for Banks and Lenders to Streamline the PPP Process

Download the Checklist

COVID-19 created lockdowns, business closures and a need for an additional round of government stimulus and relief, which has been a lifeline for small and midsize business (SMB) owners.

This checklist helps banks and lenders tasked with facilitating the third round of the Paycheck Protection Program (PPP) successfully manage:

  • High call volume and call handling times

  • Long wait times

  • First-time issue resolution

  • Proactive caller outreach, and more

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