Customizing Workflows

Learn what Workflows are and how you can create, edit, and use these processes to your advantage.

Platform settings--> Workflow�

You can have various types of workflows like application, processing underwriting, closing post-closing, loss mitigation, etc. Inside a Workflow are steps that represent action items that need to be done. We don't recommend creating steps that say "Upload XYZ doc" that is handled with the required docs module.

Each workflow step has a status drop down [Completed, Pending, Needs Legal Review, Needs Manager Review, Not Applicable] and a notes box, so all users can see the real-time status of all steps with detailed notes. Workflows are viewable by employees, branches, and LO's/Brokers �by default. Branch & Brokers can have editing rights on or off. �[See edit pop-up window for the workflow settings]

NOTE: You can add a new workflow step inside a loan file, that is unique to that loan file only.�

Conditional logic--> Workflow steps can be conditional to loan programs, transaction type, property type, state, credit score range, etc... They will only display for users if the parameters match in the loan file.�

Triggers--> Workflow steps can have automated triggers to create events like Tasks/Reminders, Emails, or SMS/Text. �The step has to be clicked to enable the automated trigger rules. The triggers can be initiated X days before or after certain date types like date workflow step activated, closing date, call back date, the file created date, property taxes due, maturity date, birth date, etc�

Tip: Enter a description in any workflow step to explain what a workflow step should cover, so while working on a file, the user can mouse over the �i' icon to see the description of what is expected to be done and also specify any conditions like if a refi do this, or if X do Y.�

Tip 2: The default workflows are only suggestions. You can delete any unnecessary ones, edit the existing ones, and add as many as you want. You can even have just one master workflow if you wanted to keep it simple.�

Tip 3: View the template, and overwrite it with your preferred workflows and steps and any automated rules for sending emails or creating tasks to various parties.