Workflow Manager – Drag & Drop Editing Makes Workflow Easy

We created a new self-serve workflow system customizable by each broker! A new draggable task flow system will allow brokers to create, edit, and view their own workflow templates. Brokers can base their templates off our globally created templates or start fresh with a new template. Our existing workflow system will be used by default.

  1. Start fresh or copy one of our global templates to customize
  2. View, edit, delete, or create new workflow templates.
  3. Publish a template to make it available for use on loans.
  4. Set template as active to be used as the default workflow template for newly created loans
  5. Drag, connect, and add new custom workflow tasks.
  6. Workflow tasks have a wide range of flexibility from confirming information to auto adding role carriers to a loan

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