Create a Loan Flow Assignment Rule

Overview

The Customizations settings allow for you to make various configuration changes to your custom fields, custom layouts, your loan pipeline fields, and your loan flow assignment rules.

Among these settings, you'll have access to create a new loan flow assignment rule.

The loan flow assignment rules will allow you to assign loan flows automatically to users based on certain triggers. This can be triggered off of a loan flow starting, milestones, template documents, disclosures, and custom fields.

How to Setup

From your active loan pipeline, navigate to Settings and select the Customizations tab:

In the Loan Flow Assignment Rules section, select the option to Access Loan Flow Assignment Rules:

To add a new rule, select the Add a rule option:

Select which role you'd like to create a rule for. Select Next:

Choose which user you'd like to select as the default for the rule:

Choose what triggers loan flows to be assigned to the specific user and role. Make sure you select Save to confirm your changes:

Note: This can be triggered off of a loan flow starting, milestones, template documents, disclosures, and custom fields.

Moving forward, the loan flow will automatically be assigned to that user based on the trigger selected.