A visual workflow engine that runs on schedules or reacts to record changes, sending communications, updating stages, calling external services, and executing rules across the entire loan lifecycle.
15+ node types: decisions, loops, record create and update, bulk upsert, JSON, external APIs, document generation, and waits.
Run workflows on a schedule, or automatically when a record is created or changed.
Email, SMS, notices, reminders, and stage updates run automatically.
Automation reduces operational load, improves consistency, and enables lenders to scale without increasing back-office headcount.