Automation allows you to automate actions like emails, tasks, web-hooks or file status change based on updates and field changes like file status, sub status and/or work flow steps.
We have introduced Workflow Automation under Settings -> Automation Please verify you have it enabled first. If not contact your account representative.
This feature allows you to automate actions like emails, tasks, web-hooks or file status change based on file status, sub status and/or work flow steps.
See this detailed video which shows you how-to use the automation:
Tasks- Can be created automatically from an user role that is assigned to the loan file or a specific user. The owner of the task can be a user role (back office role, branch, loan officer, broker or borrower or set a specific user.
E-mails- Utilize email templates that display dynamic information about the loan, borrower, property, loan, including required docs.
Example Use Case:
You can even make a rule that says: Send email and create call task and send web-hook and change file status IF loan file status is "Clear to close" for x Days...
Web-hooks- A web-hook is a way to post data via a special URL. Inside the URL is a data payload containing information about the loan, borrower, property, etc... and more importantly, a unique identifier for that loan in the receiving application. The LendingWise web hook support 40+ important data fields, we can add more upon request. Web-hooks are great ways to integrate with 3rd party systems like Salesforce, HubSpot, etc
Change File Status- You can automatically change the status of a file based on the rules mentioned above.