Automation & Workflows

A workflow engine that automates servicing tasks, sends communications, updates stages, and executes rules across the entire loan lifecycle.

Workflow Engine

Trigger-based actions for arrears, payments, onboarding, and more.

Rules-Based Automation

Define conditions, actions, and time-based steps without code.

Communication Automation

Email, SMS, notices, reminders, and stage updates run automatically.

What’s Included

Automation reduces operational load, improves consistency, and enables lenders to scale without increasing back-office headcount.

Build workflows that run themselves

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