Automate mortgage loan application Template using Harpoon Bot

Explore a no-code approach to create fully-automated mortgage loan application workflow with Harpoon bot

• To start developing a new automated mortgage loan application workflow, navigate to the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

  

• Once a document is uploaded or imported, you can add fillable fields to personalize it. Place fields where you need it in a document to make it easier for users to fill in.

  

• After you’ve added or created mortgage loan application, the next step is assigning this document along with its fields to recipients.

  

• Next, go to the Assign fields dropdown to indicate which document fields are meant for which users.

  

• Once done, click Continue at the bottom of the screen.

  

• The final stage of configuring an automated mortgage loan application workflow is setting up the no-code bots. To add a Harpoon bot to the step, hover over the step you want to automate and select the Add bot to step option.

  

• At this stage, the list of available bots has limitations. Select All bots in the top left corner to find the complete list of the bots you can add to the step. Find the Harpoon bot, click Install bot, and configure the bot configurations.

  

• Now that your automated mortgage loan application workflow is set up, you can:

  • check how it operates by choosing Test
  • choose Finish later if you intend to go back to the workflow setup
  • click Publish to email your workflow