Automations 2: Using Workflow Step Triggers In LendingWise

Explore the power of workflow automation in LendingWise with this detailed tutorial on using workflow step triggers. Perfect for private money lenders and brokers specializing in commercial and residential real estate loans, this video will guide you through creating and implementing automations that streamline your loan processing tasks. Learn how to set up automations that activate based on specific actions within your workflow, enhancing efficiency and ensuring timely communication at each step of the loan process. Chapters: 00:00 - Introduction to Workflow Automation in LendingWise 00:17 - Accessing Workflow Configurations in the Loan File 01:02 - Using Workflow Checkboxes to Trigger Automations 01:40 - Setting Up an Email Automation Based on a Workflow Step 03:05 - Configuring the Rule for the Workflow Step Automation 04:32 - Selecting and Connecting the Appropriate Workflow Step Trigger 05:17 - Demonstrating the Automation Trigger In-Action 06:05 - Recap: Setting Workflow Step Triggers for Effective Automations What You'll Learn: • Navigating the automation settings in LendingWise. • Creating instant automations such as emails triggered by workflow steps. • Assigning and configuring workflow steps to trigger specific automated actions. • Effective management of workflow automation to ensure seamless loan processing. Engage with Us: Did this guide help streamline your loan management process? Hit the 'Like' button, and subscribe for more LendingWise tutorials. LendingWise Official Website: https://www.lendingwise.com For more insightful videos and to stay up-to-date on the latest LendingWise features, be sure to subscribe to our channel, and don't forget to click the bell icon so you never miss an update. If you found this video helpful, share it with your network to help others optimize their lending operations too!