Use ClientPay Bot for Automating sample mortgage statement Template

Explore a no-code way to create fully-automated sample mortgage statement workflow with ClientPay bot

• To begin building a new automated sample mortgage statement workflow, check out 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 individuals to fill out.

  

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

  

• Next, navigate to the Assign fields dropdown to specify which document fields are created for which recipients.

  

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

  

• The last stage of configuring an automated sample mortgage statement workflow is setting up the no-code bots. To add a ClientPay 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 is limited. Select All bots in the top left area to find the complete list of the bots you can add to the step. Alocate the ClientPay bot, click Install bot, and configure the bot configurations.

  

• Now that your automated sample mortgage statement workflow is set up, you can:

  • check how it works by selecting Test
  • select Finish later if you intend to return to the workflow setup
  • click Publish to send out your workflow