BrokerEngine's automated workflows include both simple and condition-based time delays. These delays allow you to slow down BrokerEngine's automation and add pauses between steps.
Simple time delay - BrokerEngine waits a set number of days before going to the next step.
Condition-based delay - BrokerEngine waits until a date set for an individual card, like the settlement date or financing date.
Contents
Prerequisites
Know how to create a workflow.
Adding a simple delay
In this example, we want BrokerEngine to automatically archive leads a week after they are marked as lost opportunities. To generate this result, set up a workflow with a simple delay triggered by a stage change:
Adding a trigger
Add this trigger to the workflow - Deal Stage Enters and [your Lost Opportunity stage].
Adding a delay
Create a delay in the first step:
Step Type - Delay
Delay Type - Period of Time
Wait for - 7 Calendar Days
Then add an archive step:
Step Type - Archive Loan
Adding a conditional time delay
BrokerEngine launches a workflow delay only if a condition is true. In this example, a two-day delay starts when the settlement date has been set.
Click the plus (+) icon to add a step to the workflow.
Select Delay.
Click the Delay Type field and select Wait Until Condition Met.
Enter the number of days to set the delay length.
Select Calendar Days to count all days, or Business Days to count only Monday-Friday.
Select Before or After.
Click the Condition field and select a date type.
Click Save at the top of the page or click the plus (+) icon under a card to add a task.
