Module 07 · Workflow Builder
Reconfigure the company in a sentence
Managers change loan products, routing rules and milestone automation with a drag-and-drop canvas — or by simply telling the Admin Assistant what should happen.
Processing intake workflow
Visual canvas · click library items to append
trigger
Loan enters Processing
Stage change event
condition
If Non-QM or DSCR
product.category in [nonqm, dscr]
action
Route to senior processor pool
Skill: bank-statement income
action
Doc Intelligence Agent: full split
Priority: high
action
Notify LO + borrower portal card
Template: processing_started
Step library
Admin AssistantWrite access
I can change products, routing rules and milestone triggers directly. Tell me what you want — I'll show the diff before it commits.
Rules engine
Live automation running against your pipeline
Sign in to view and execute live workflow rules.