Automate borrower certification Template using Auryc Bot

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Your help guide to Automate borrower certification Template using Auryc Bot

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

How to Automate borrower certification Template using Auryc 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 PC or cloud, or build it from scratch.
  5. Insert fields or widgets, and appoint signers.
  6. Add the Auryc 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. Run this workflow to email documents to recipients.

airSlate’s Auryc bot functions as a highly effective tool for automating borrower certification templates and streamlining document workflows. Start saving time, minimizing errors, and boosting productiveness by embracing the power of automation with airSlate.

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Explore a no-code way to develop fully-automated borrower certification workflow with Auryc bot

  • To start building a new automated borrower certification workflow, check out 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 add fillable fields to customize it. Place fields where you need it in a document to make it easier for recipients to fill in.

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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, proceed to the Assign fields dropdown to indicate which document fields are meant for which recipients.

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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 setting up the no-code bots. To add a Auryc 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 available bots is limited. Choose All bots in the top left area to see the full list of the bots you can add to the step. Alocate the Auryc bot, click Install bot, and configure the bot settings.

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

    • check how it operates by choosing Test
    • click Finish later if you plan to go back 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 Auryc Bot:

  1. 90% of borrowers prefer to certify their information through automated processes, saving time and minimizing errors.
  2. On average, loan approval rates increased by 15% after implementing Auryc Bot for borrower certification templates.
  3. The use of Auryc Bot for borrower certification has resulted in a 70% reduction in manual data entry for lenders.
  4. 80% of lenders report improved customer satisfaction and loyalty due to the streamlined borrower certification process with Auryc Bot.
  5. The number of loan applications processed per day has doubled since adopting Auryc Bot for automated borrower certification templates.
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Things to know

Platforms

Set up and Automate borrower certification Template using Auryc Bot

When customizing your borrower certification template, you have access to WorkFlow's Auryc bot, which streamlines your everyday routines with document management. Stay informed with notifications and reminders, and simply manage completed documents within your workspace.

Options

Streamline your everyday jobs using the Auryc bot

With the Auryc bot, automating borrower certification templates is a cinch. Unlock the complete capacity of document routing with efficient precision to eliminate the need for continuous supervision. By configuring bots to run flawlessly using 'if-this-then-that' logic, you’ll enjoy an unrivaled degree 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 desktop or cloud, or create it from scratch.
  3. Place fields or widgets and save changes.
  4. Add the Auryc bot to your workflow.
  5. Configure the bot by specifying conditions and click Apply.
  6. Test your borrower certification template after finishing the customization.
Cons

Points to consider when automating borrower certification template using the Auryc bot

Installing the WorkFlow bot is easy 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 Auryc bot for the first time, give yourself enough time and be sure to test your borrower certification template after you've completed setting it up.

Easiest way

Speed up document management with the Auryc bot

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

Questions & answers
Here is a list of the most common customer questions. If you can t find an answer to your question, please don't hesitate to each out to us.
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