Workflow Automation

Workflow Automation runs the repetitive parts of your day so deals don't stall while you're 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 logic to handle different lender paths, deal types, or client situations, and pause or escalate when something genuinely needs your eyes on it.

What to Expect

Day-to-day, you 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 personalised checklist. A task goes overdue and the right person gets a reminder. A submission is approved and the next stage kicks off on its own. You stay in control with audit logs, dry-run previews, and the ability to edit, pause, or override any step at any time.

• Visual no-code builder with drag-and-drop nodes
• Event-based triggers tied to deal activity
• Conditional branching for complex broker workflows

Qualifications & Requirements

Built for brokerages tired of running deals on memory and manual follow-ups. If you have a process repeated 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 spent on conversations that actually win deals. No coding, no consultants, no IT project required.

• No-code setup, no developers required
• Templates for common broker workflows included
• Full audit trail on every automated action