Automate commercial loan application Template using Pipefile Bot

Explore a no-code approach to build fully-automated commercial loan application workflow with Pipefile bot

• To begin building a new automated commercial loan application workflow, check out the dashboard and click Start. Choose Design workflow and upload your document or create it from scratch.

  

• 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.

  

• After you’ve uploaded or created commercial loan application, the next stage is assigning this document along with its fields to recipients.

  

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

  

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

  

• The final stage of configuring an automated commercial loan application workflow is adding the no-code bots. To add a Pipefile bot to the step, hover over the step you want to automate and choose the Add bot to step option.

  

• At this stage, the list of offered bots has limitations. Choose All bots in the top left corner to view the complete list of the bots you can add to the step. Alocate the Pipefile bot, click Install bot, and configure the bot configurations.

  

• Now that your automated commercial loan application workflow is configured, you can:

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