PPP Update from the Field

 In Liveoak

Our main focus here at Liveoak is to offer our banking customers a secure, easy way to conduct business with their customers without being in the same physical location.

The Liveoak solution naturally extends to the Paycheck Protection Program (PPP) submission workflow, particularly for key business banking relationships and those who need extra assistance.

A few highlights of how using Liveoak can help expedite your PPP process:

  • live assist customers and collaborate with completing the borrower application form
  • walk customers through a live eSignature process (via our integration with DocuSign)
  • upload required supplemental documentation while in the conference
  • record the entire customer interaction
  • capture every keystroke, action and file shared by participant via Liveoak’s Complete Audit™

When it comes to security, know that we are bank-grade and have passed the most stringent web governance standards in the industry today. We are currently working with some of the largest banks and financial institutions in the world and understand the complexities and compliance requirements of your business.

Here is a quick look at Liveoak’s platform and the PPP application. The banker and customer are completing the form together in real-time and once complete, the customer will upload the required documentation and will sign the application while in the conference.



What the leadership at one of the largest, most respected global banks says about Liveoak:

“The biggest game changer to hit our business in the past 10 years”  and “Market leading which will revolutionize the way that we interact with our clients”

What the associates who use Liveoak say: 

“I like that everything is editable in real time and that the client can sign either on the spot (inside the conference) or through a secure link.”

Thank you for the opportunity to provide you with this update from the field and if we can assist you in any way, please do not hesitate to reach out!


Team Liveoak



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