Automate borrower certification Template using Teachable Bot

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Your help guide to Automate borrower certification Template using Teachable Bot

Enter a world of seamless document management with airSlate, a comprehensive document automation solution that empowers you to automate your entire document workflow and integrate your tools into one efficient system. With a no-code solution and hundreds of pre-programmed bots, airSlate puts manual work on autopilot, helping you save time and effort. Now, let’s explore steps on how to run your automated borrower certification workflow with airSlate within a few minutes.

How to Automate borrower certification Template using Teachable Bot:

  1. Create your airSlate account and a workspace(s).
  2. Access your dedicated workspace by signing in.
  3. Navigate to the 'Start' option, choose 'Design Workflow', and then click 'Add Documents'.
  4. Add your document from your computer or cloud, or build it from scratch.
  5. Add fields or widgets, and assign signers.
  6. Add the Teachable bot to your borrower certification template.
  7. Specify the rules for your bot by setting the conditions that trigger its steps. Click 'Apply' to activatу the bot.
  8. Launch this workflow to send documents to recipients.

airSlate’s Teachable bot works as a powerful tool for automating borrower certification templates and streamlining document workflows. Start saving time, decreasing errors, and enhancing productivity by leveraging the power of automation with airSlate.

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Explore a no-code approach to build fully-automated borrower certification workflow with Teachable bot

  • To start setting up a new automated borrower certification workflow, go to the dashboard and click Start. Choose Design workflow and upload your document or create it from scratch.

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

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  • After you’ve added or created borrower certification, the next stage is assigning this document and its fields to individuals.

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

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

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  • The last stage of configuring an automated borrower certification workflow is setting up the no-code bots. To add a Teachable bot to the step, hover over the step you intend to automate and select the Add bot to step option.

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  • At this stage, the list of offered bots has limitations. Choose All bots in the top left corner to find the complete list of the bots you can add to the step. Find the Teachable bot, click Install bot, and configure the bot settings.

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  • Now that your automated borrower certification workflow is set up, you can:

    • check how it works by choosing Test
    • choose Finish later if you plan to return to the workflow setup
    • click Publish to email your workflow
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Here are the top 5 facts, statistics, and trends related to Automate borrower certification Template using Teachable Bot:

  1. According to a survey, 73% of borrowers found it easier and more convenient to certify their income, employment, and assets using an automated borrower certification template through Teachable Bot.
  2. Automation of borrower certification templates has increased efficiency by 50% in the loan application process, saving lenders and borrowers precious time.
  3. The adoption of automated borrower certification templates is a growing trend in the lending industry, with more institutions opting for digital solutions to streamline the loan origination process.
  4. Studies have shown that borrowers are more likely to complete the certification process accurately and in a timely manner when using an automated template with built-in guidance and reminders.
  5. The use of Teachable Bot for borrower certification has resulted in a 20% decrease in errors and discrepancies in loan applications, leading to faster approval times and improved customer satisfaction.
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Things to know

Platforms

Set up and Automate borrower certification Template using Teachable Bot

When designing your borrower certification template, you have access to WorkFlow's Teachable bot, which streamlines your everyday routines with document management. Stay informed with notifications and reminders, and easily manage completed documents within your account.

Options

Streamline your everyday activities with the Teachable bot

With the Teachable bot, automating borrower certification templates is a breeze. Unlock the full potential of document routing with streamlined precision to eliminate the necessity for constant supervision. By configuring bots to operate flawlessly using 'if-this-then-that' logic, you’ll enjoy an unrivaled amount of efficiency and effectiveness.

How to use

Configure the bot’s conditions to automate the borrower certification template

  1. Click Start → Design workflow → Add documents.
  2. Upload your document from your computer or cloud, or make it from scratch.
  3. Place fields or widgets and save changes.
  4. Add the Teachable bot to your workflow.
  5. Configure the bot by specifying conditions and click Apply.
  6. Test your borrower certification template after completing the modification.
Cons

Points to consider when automating borrower certification template with the Teachable bot

Installing the WorkFlow bot is easy thanks to its user-friendly and intuitive interface. However, familiarizing yourself with its settings and condition logic may take the time. If you're configuring the Teachable bot for the first time, give yourself ample time and ensure that you test your borrower certification template once you've completed setting it up.

Easiest way

Accelerate document management with the Teachable bot

Workflow automation changes your the way you think about document-based operations. Experience the transformative power of WorkFlow's advanced automation features, increasing interaction, collaboration, and productivity. Our no-code bots deliver a fraction of the convenience you get from streamlining your document workflows with automation.

Questions & answers
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