Workflow
Proposed operating model
How inquiries move from the public website into structured internal processing. Illustrative only.
End-to-end flow
Applicant
DFC Website Intake
Branch Review
Supervisor Assignment
Loan Officer Processing
Entry into DFC CRM System
The website functions as the intake and routing layer: it captures standardized inquiries, promotes complete submissions, and routes work to the correct branch and supervisory queues.
Credit decisions, covenant monitoring, and portfolio reporting remain in the DFC CRM system once a facility is booked.