Workflow Automation

Workflow Automation runs the repetitive parts of your day so deals do not stall while you are in meetings. Build flows in a visual no-code editor by dragging triggers, conditions and actions onto a canvas. When a deal hits a new stage, a document is approved or a client misses a deadline, the automation fires. Add branching to handle different lender paths or deal types, and escalate to a human when something genuinely needs your eyes.

Build once, runs every time

Set up a flow once and it runs every time the trigger fires. A deal moves to docs-requested and the client gets a templated email with their checklist. A task goes overdue and the right person is reminded. A submission is approved and the next stage kicks off on its own. You keep full control with audit logs, run history and the ability to pause or override any step.

• Build once, runs every time the trigger fires
• Event-based triggers tied to deal activity
• Templated emails and checklists sent automatically
• Run history for every execution and step
• Pause, edit or override any step at any time

Stop running deals from memory

Built for brokerages tired of running deals on memory and manual follow-ups. If you repeat a process on every client, automation will run it faster and more reliably than you can. The outcome is fewer dropped balls, faster turnaround and more time on the conversations that win deals.

• No-code setup, no developers required
• Templates for common broker workflows
• Full audit trail on every automated action
• AI-suggested automations from your own data