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Workflows

Set up workflow checklists for your loan files, with conditions and automation.

Workflows are checklists for your loan files. They keep your process organized, show what's done and what's next, and can trigger automations when a step is ticked. This article covers setting them up, customizing steps, conditions and automation, and what to check when a workflow doesn't show.

Workflow Settings

Set up workflows

  1. Go to Settings > Platform Settings > Workflow. The page has + Add Workflow, a How to video, Example Workflows, Show Deleted, and Export Workflows / Import Workflows (an XLSX you can edit and upload again).
  2. Create the workflows you need, for example application, processing, underwriting, closing, post-closing and loss mitigation. LendingWise comes with workflows and steps you can edit. You can have several workflows or one master workflow.
  3. Avoid steps like "Upload XYZ document". Required Docs handle that better.

Workflow settings

Click a workflow's pencil to open Add / Edit Workflow:

  • Loan Programs: tick the programs (per file type) the workflow applies to.
  • Workflow Name and Display Order.
  • Display in borrower portal.
  • Allow Branch to use Workflow, Allow Broker to see/use Workflow and Allow Loan Officer to see/use Workflow.

Customize steps

  • Add a description to each step so people know what's expected.
  • Add extra steps on a single loan file for that file's needs.
  • Add comments on steps to note any automation they trigger (emails, tasks or webhooks).

Conditions: show a step only on the right files

Click a step's pencil ("Edit workflow steps for: ..."). Optional conditions decide which files show the step: Program Type, Primary File Status, Sub Status, File Tracker, Branch, Transaction Type, Borrower Occupancy, Property Type, Property State, Borrower State, Entity Type, Entity State, Credit Score Range, and Show Only If Co-Borrower Available / Rehab Construction / Cross Collateralize / Not U.S. Citizen.

Automation

Workflow steps have no automation settings of their own. To run tasks, emails or webhooks when a step is ticked, create an automation rule in Settings > Automation > Rules that uses the workflow step as its trigger. On the Workflow page, a step used by rules shows an orange "N automations" badge; deleting that step stops those rules from working.

Using workflows on a loan file

Steps show in the Pipeline's green folder and on the loan file's Workflow tab (WORK > Workflow). Ticking a step marks it Pending; use the step's notes button to set Pending, Completed, Not applicable, Needs Legal Review or Needs Manager Review. The notes icon, the "i" icon and the "+" icon help your team communicate while working through the steps.

Workflows In Pipeline Workflows in Loan File

Workflow not showing on a file?

Usually the workflow isn't linked to the file's loan program.

  1. Go to Settings > Platform Settings > Workflow.
  2. Click the pencil on the workflow. For example, here the "Line of Credit" program wasn't included in the Application Workflow.
  3. Tick the loan program and click Save.

Also check that the loan program itself is still on in Settings > Platform Settings > Company Info > Enable Loan Programs. Unticking a program there hides it on files with no warning, which can make its workflow seem to disappear.