PPP Forgiveness: How SBA Lenders are Successfully Handling Borrower Concerns
A new tool to reduce calls and drive satisfaction

How SBA Lenders Can Ensure Customer Education & Success

The Problem

SBA lenders know that qualifying for loan forgiveness as part of the PPP (Paycheck Protection Program) can feel like a life or death situation. And for many businesses, it is.

It is critical that borrowers understand if they’re eligible for, and how to apply for, loan forgiveness.

The New Tool for Call Reduction & Increased Success

So, let’s ask ourselves an age-old question:

Q: How do you get your customers to read government forms?
A: You don’t

Instead, you focus on your deeper goals:

  • Understanding: You want your customers to comprehend the information
  • Relevance: Customers want to know what is pertinent to them
  • Action: Ultimately, you want to drive people to take the optimal next step(s)


Interactive video improves understanding

The Solution

First, we need to accept the reality that most people can not read a government form without their eyes glazing over and their minds wandering off.

Furthermore, (to state the obvious) few government documents are written in a manner that the layperson can understand.

That’s why Idomoo created an Interactive+Personalised Video to help borrowers easily understand the criteria for loan forgiveness and how to apply.



payroll costs
Human beings are primarily visual learners. By using visual metaphors and conversational language, we make the information easily digestible to everyone.


Personalization and Interactivity ensures the information is relevant to the individual.

Personalisation & Interactivity ensures the information is relevant to the individual.

Interactive Personalised Video
Users don’t see a video, they see their video. Their name, their business name & their information eliminates the guesswork and tells them whether or not they are likely to be a good candidate for loan forgiveness.

Interactivity puts them in control. Allowing the viewer to pick what they want to learn about — and not be bothered with information irrelevant to them & their business.



Call reduction with help of interactive personalized video

With increased understanding borrowers are empowered to take next steps with confidence, knowing their lender has been there to help them & their business.

For the lender, call reduction dramatically goes down & customer satisfaction soars as customers feel informed and cared for.


Branded videos with interactivity

How we help:

As government rules continue to change rapidly, we see the need for increased agility. Idomoo builds videos dynamically, allowing for quick changes as information evolves.

Branded videos are launched in as quickly as 2 weeks, and the dynamic nature of Idomoo videos makes post-launch updates fast & easy.

In these historic times, communication methods have been forced to rapidly evolve. To keep up with consumer demand for advancements in digital services, we need to stay ahead of the curve by delivering digital communication that is relevant, engaging, and helpful. That’s why using Idomoo’s Interactive+Personalised Video technology has never been more applicable — contact us today to see why today’s top lenders are already using Idomoo, and let us help launch you into the next generation of digital communications.

Idomoo's proven global track record
To learn more about what Personalised Video can do for your business, click below.

Learn more

Explore More Content

Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors

Subscribe to Our Newsletter

Explore More Content

Related Articles

Why Spotify Wrapped Works and How You Can Do It Too

Why Spotify Wrapped Works and How You Can Do It Too

It’s finally here — the most wonderful time of the year: holidays, presents, way too much eggnog and the much-anticipated release of Spotify Wrapped. Around the first week of December every year, Spotify sends more than 150 million users a shareable recap of what they’ve listened to this year. Whether you like seeing your top artists or just want to know exactly how many times your friend played that Taylor Swift hit, Wrapped is a fun way to celebrate music and community. For marketers, there’s a lot to learn here. Spotify Wrapped shows how the right combination of personalization, visuals and shareability can create a flywheel of engagement for users. In this post, we’ll dig into how the trend got started, what makes it work and how you can leverage the trend for your audience, even if you don’t happen to be the largest music streaming service in the world.

Read More
5 Quick Tips for Getting Started With Personalised Video

5 Quick Tips for Getting Started With Personalised Video

When it comes to creating real connections with your audience, Personalised Video is a powerful tool. But like any tool, you need to use it the right way for it to be effective. If you’re just dipping your toes into the world of Personalised Video, we have a few tips to share from lessons learned over the past decade-plus of working with clients in a range of industries, ranging from higher education to hospitality. Some of the biggest perceived hurdles to getting started with Personalised Video involve time, money, and where to get all that data. We’re here to help. Read on for five (easy) Personalised Video tips you need to know now. 1. Right-Size Your Personalisation Personalisation isn’t one size fits all. What works well in one industry may not work in another. Case in point: Your bank certainly knows your account number, but that doesn’t mean you want

Read More
How To Choose the Right Personalised Video Software

How To Choose the Right Personalised Video Software

As tailored experiences become the norm rather than the exception, Personalised Video has been increasingly used by brands across industries to improve the effectiveness of their marketing strategies. Take a look at the nonprofit industry where Personalised Videos delivered via email led to higher engagement among donors led to a staggering 17x ROI for the Canadian Red Cross. Meanwhile, gaming brands like Ubisoft and Activision have seen great success with personalised recap videos that strengthen player loyalty and retention. As a versatile tool, Personalised Video can be used to level up communication throughout the sales process and customer journey. Here are just a few use cases and ideas to consider: Improve outreach efforts with highly tailored video messages Acquire new customers with engaging video offers Grow brand awareness when customers share their personalised content Optimise the onboarding experience with Personalised and Interactive Video tutorials In an era where one-size-fits-all no

Read More

Download the Report

See more of the data and findings in the full report.

Thanks for downloading!

Your copy of our 2023 State of Video Technology consumer study has opened in a new tab.

Request a Call

Leave your details below, and our team will contact you ASAP to show you what Personalised Video can do for you.