1-click workflows are specific features of a loan application. They ensure all the finer details in a complex deal are noted and completed. The result? Delays and mistakes are less likely to happen because of an oversight.
Here is an example. We have a 1-click workflow called Lender Rebate. If this is selected against a lead or deal, the system auto-adds a pre-built set of checklist items and team tasks. Completing these items and tasks helps ensure the lender rebate is applied for, approved and paid.
Finding 1-click workflows
Go to the Deals dashboard.
Locate a deal card and double-click the client name.
Go to the 1-CLICK WORKFLOWS heading and click on the pencil icon.
In the centre window, select the 1-click workflow that applies to this deal. The workflow is auto-saved.
Click the arrow opposite the 1-click workflow name to expand the folder and display information about the automation that occurs if you select this workflow.