Set It Once. It Works Forever.
Trigger-based workflows that eliminate repetitive tasks. When a deal hits a milestone, the right actions happen automatically — follow-ups, tasks, notifications, stage changes.
Why Loan Officers Love This
Trigger-Based Workflows
When X happens, do Y. New lead → auto-assign + send welcome SMS + create follow-up task. Configure once, runs forever.
Auto-Generated Tasks
Pipeline events automatically create tasks with due dates. Follow-up calls, doc collection, status updates — nothing falls through.
Milestone Triggers
Deal hits CTC? Auto-send the borrower congratulations, alert the processor, and create closing prep tasks. The right action at the right stage.
Branching Logic
If credit score > 740, route to conventional workflow. If < 700, trigger FHA workflow. Smart routing that matches borrower profiles.
How Loan Officers Use This
New Lead Auto-Nurture
A lead comes in at 11 PM. By morning: they've received a welcome text, a pre-qualification email, and a task is waiting for your first call. All automatic.
Rate Lock Expiration Guard
7 days before a rate lock expires, auto-send the borrower a status update and create an urgent task for the LO. 3 days out, escalate to manager. Zero manual tracking.
Post-Close Referral Machine
30 days after close, auto-send a thank-you + review request. 90 days later, a refinance check-in. 6 months, a referral ask. The pipeline generates its own next deal.
Ready to See It in Action?
Book a personalized demo and we'll show you exactly how this works with your pipeline.
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