Automating Construction Loan Management for Tribal Lending

1st Tribal Lending's construction loan program was strained by slow contractor vetting, inconsistent documentation compliance, and mounting fraud attempts. Their manual processes created bottlenecks that delayed funding and increased risk. Without real-time project visibility for internal stakeholders, loan officers and management lacked the transparency needed to make timely decisions and keep projects moving forward efficiently.

Appivo built an intelligent system that enforces standardized processes while maintaining real-world flexibility. The solution validates data for accuracy, integrates seamlessly with DocuSign, auto-generates compliance documentation, and provides at-a-glance project visibility for contractors and internal stakeholders alike. Secure communication channels mitigate fraud risk, accelerating critical workflows across the business unit.