Automation and Workflow
With The LOANS! Solution
Create, prioritize, and track an organization’s and user's workflow items
you'll be able to automate most if not all of what you're currently doing manually - no more spreadsheets outside the system. You can also create rules for when a workflow item should be created so that your users have an easy to follow agenda for the day.
- Standard output options that can be scheduled or run on-demand.
- Automate report generation and required function running.
- User-defined scheduling groups for even more efficiency.
- User-defined rules for creating workflow items.
- Integrate workflow with document generation.
- Individual user queues.
- Monitor promises, next actions, and transfer items easily to other users.
