Use Learnistic Bot for Automating commercial loan application Template

Explore a no-code way to create fully-automated commercial loan application workflow with Learnistic bot

• To start developing a new automated commercial loan application 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 insert fillable fields to customize it. Place fields anywhere in a document to make it easier for individuals to fill in.

  

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

  

• Next, go to the Assign fields dropdown to indicate which document fields are intended for which users.

  

• 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 Learnistic bot to the step, hover over the step you intend to automate and select the Add bot to step option.

  

• At this stage, the list of offered bots is limited. Select All bots in the top left area to see the full list of the bots you can add to the step. Find the Learnistic bot, click Install bot, and configure the bot settings.

  

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

  • check how it works by selecting Test
  • choose Finish later if you plan to go back to the workflow setup
  • click Publish to email your workflow