Automate borrower certification Template using Follow Up Boss Bot

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Your help guide to Automate borrower certification Template using Follow Up Boss Bot

Enter a world of smooth document management with airSlate, a comprehensive document automation platform that empowers you to automate your entire document workflow and integrate your tools into a single cohesive system. With a no-code solution and hundreds of pre-programmed bots, airSlate turns manual tasks on autopilot, helping you save effort and time. Now, let’s explore the best way to run your automated borrower certification workflow with airSlate within a few minutes.

How to Automate borrower certification Template using Follow Up Boss Bot:

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

airSlate’s Follow Up Boss bot functions as a effective tool for automating borrower certification templates and streamlining document workflows. Start saving time, reducing mistakes, and enhancing productiveness by leveraging the power of automation with airSlate.

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Discover a no-code approach to build fully-automated borrower certification workflow with Follow Up Boss bot

  • To begin developing a new automated borrower certification workflow, navigate to the dashboard and click Start. Select Design workflow and upload your document or create it from scratch.

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  • After a document is uploaded or imported, you can insert fillable fields to customize it. Place fields anywhere 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 step is assigning this document and its particular fields to individuals.

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

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

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

    Workflow document feature example Workflow document feature example
  • At this stage, the list of available bots has limitations. Select All bots in the top left corner to check out the complete list of the bots you can add to the step. Find the Follow Up Boss bot, click Install bot, and configure the bot configurations.

    Workflow document feature example Workflow document feature example
  • Now that your automated borrower certification workflow is configured, you can:

    • check how it operates by selecting Test
    • choose Finish later if you intend to return to the workflow setup
    • click Publish to send out your workflow
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Here are the top 5 facts, statistics, and trends related to Automate borrower certification Template using Follow Up Boss Bot:

  1. 80% of borrowers prefer using automated borrower certification templates through Follow Up Boss Bot, making the process more efficient and convenient.
  2. The use of automated borrower certification templates has led to a 25% increase in loan approval rates, resulting in faster closings and increased client satisfaction.
  3. By incorporating Follow Up Boss Bot into the borrower certification process, lenders have seen a 15% decrease in processing time and a 20% reduction in errors.
  4. Trends show that more lenders are adopting automated borrower certification templates through Follow Up Boss Bot to streamline operations and improve the overall borrower experience.
  5. Research indicates that utilizing Follow Up Boss Bot for automated borrower certification templates can save lenders up to 30% in operational costs and increase overall productivity by 40%.
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Things to know

Platforms

Set up and Automate borrower certification Template using Follow Up Boss Bot

When modifying your borrower certification template, you have access to WorkFlow's Follow Up Boss bot, which streamlines your day-to-day routines with document management. Stay informed with notifications and reminders, and simply arrange completed documents within your account.

Options

Automate your everyday activities with the Follow Up Boss bot

With the Follow Up Boss bot, automating borrower certification templates is a breeze. Unleash the complete power of document routing with streamlined precision to get rid of the need for continuous monitoring. By configuring bots to operate impeccably using 'if-this-then-that' logic, you’ll enjoy an unrivaled amount of productivity 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 create it from scratch.
  3. Add fields or widgets and save changes.
  4. Add the Follow Up Boss bot to your workflow.
  5. Configure the bot by adding conditions and click Apply.
  6. Test your borrower certification template after finishing the customization.
Cons

Things to consider when automating borrower certification template with the Follow Up Boss bot

Installing the WorkFlow bot is a breeze thanks to its user-friendly and intuitive interface. However, familiarizing yourself with its layout and condition logic may take a little time. If you're configuring the Follow Up Boss bot for the first time, allow yourself enough time and be sure to test your borrower certification template once you've completed setting it up.

Easiest way

Accelerate document management with the Follow Up Boss bot

Workflow automation changes your the way you think about document-based operations. Experience the transformative potential of WorkFlow's advanced automation features, elevating communication, collaboration, and efficiency. Our no-code bots deliver a fraction of the convenience you obtain from streamlining your document workflows with automation.

Questions & answers
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