Loan Applications for Environmental Improvement Initiatives
Improve government processes for funding various environmental improvement programs.
Challenge
As the public sector incentivizes more clean energy projects (e.g., HVAC, solar, weatherization), agencies must make it easier for citizens and businesses to apply for funds and verify applicant eligibility.
Solution
SimpliGov enables agencies to:
- Create and integrate separate forms and processes for eligibility self-assessment, project application, and completion of loan agreements
- Collect pertinent data around projects, contractors, applicants, businesses, income, expenses, utility accounts, and additional private funding
- Route submissions through account review teams, project evaluators, legal, finance, and other stakeholders in proper sequence
- Enable tracked correspondence between reviewers at all stages around missing or incorrect data, requests for additional information, and suggested modifications
- Devise separate automated workflows for approved and denied applications
- Create autogenerated responses for common situations (e.g., utilities account number doesn’t match applicant)
- Create reviewer checklists to verify basic requirements (loan amount, geographic area, citizenship, other agency funding sources, employee headcount, etc.)
- Centralize collaboration around relevant materials (e.g., bank statements, term sheets, blueprints, photos, etc.)
- Automatically create electronically signable loan agreements upon approval
- Set expiration for the signing and execution of agreements
- Efficiently replicate similar programs by modifying preexisting templates, contracts, and application forms
Features Used: Workflow Automation | Smart Forms | Document Generation | SimpliSign | Document Storage
SimpliGov in Action
- Digital forms with customizable fields, dropdown menus, yes/no buttons, and text boxes
- Translation capabilities for dozens of languages
- Autopopulation of fields (e.g., complete address upon entry of business/citizen name)
- Conditional logic (e.g., display only fields relevant to the type of green initiative)
- Workflow automation to route submissions to the right employees for review in appropriate order, with ability to skip stages when appropriate
- Correspondence among reviewers and applicants conducted and recorded in the SimpliGov system
- Customizable autogenerated email alerts
- Portal for easy document upload
- Dashboard to track application status, including pending reviewers
- Generation of reports by type of project, demographic, or other field
- SimpliSign electronic signature available as add-on
- No-code architecture for easy integration with existing databases and quick go-live
Benefits
- Help transition municipality to a sustainable economy
- Better service—easy customer experience helps constituents take advantage of valuable financial incentives
- Fewer errors—a complex process is distilled into a few manageable steps
- Greater efficiency—employees waste little time in processing applications
Ready to begin?
Ready to begin?
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