Automate commercial loan application Template using Cartfuel Bot

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

• To start setting up a new automated commercial loan application workflow, go to the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

  

• After a document is uploaded or imported, you can insert fillable fields to modify it. Place fields anywhere in a document to make it easier for individuals to complete.

  

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

  

• Next, proceed to the Assign fields dropdown to indicate which document fields are intended for which recipients.

  

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

  

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

  

• At this stage, the list of available bots is limited. Select All bots in the top left area to check out the full list of the bots you can add to the step. Find the Cartfuel bot, click Install bot, and configure the bot configurations.

  

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

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