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Automation Module

Lending Workflow Automation

Build powerful automations that eliminate manual work across your entire lending operation. From payment reminders to compliance checks — automate it all.

View Pricing
200+
Automation triggers
70%
Reduction in manual tasks
24/7
Automated monitoring
5min
Average workflow setup time

Automate Every Aspect of Your Lending Operations

LendAutomate's automation engine connects every part of your lending workflow, eliminating manual handoffs and human error.

Workflow Builder

Build custom automation workflows with a visual drag-and-drop builder. Create multi-step workflows triggered by any event in the system.

  • Visual workflow designer
  • Multi-step automation chains
  • Conditional branching
  • Reusable workflow templates

Event-Based Triggers

Trigger automations based on any event — loan status changes, payment received, document uploaded, date-based triggers, and more.

  • 200+ trigger events
  • Date & time-based triggers
  • Threshold-based triggers
  • Custom webhook triggers

Alerts & Notifications

Keep your team and borrowers informed with automated alerts for upcoming payments, missing documents, loan milestones, and exceptions.

  • Email & SMS notifications
  • In-app alerts
  • Escalation workflows
  • Custom notification templates

Automated Communications

Send personalized emails and messages automatically based on loan events. Welcome emails, payment reminders, renewal notices, and more.

  • Template-based emails
  • Personalization tokens
  • Scheduled communications
  • Delivery tracking

Scheduled Tasks

Schedule recurring tasks like month-end reporting, statement generation, compliance reviews, and portfolio analysis to run automatically.

  • Recurring task scheduling
  • Month-end automation
  • Report scheduling
  • Compliance review automation

Integration Webhooks

Connect LendAutomate to your existing tools with outbound webhooks and API integrations. Sync data with CRMs, accounting systems, and more.

  • Outbound webhooks
  • REST API access
  • CRM integrations
  • Accounting system sync

Real-World Automation Examples

See how lenders use LendAutomate's automation engine to eliminate manual work.

Trigger
Payment received
Then automatically...
1
Post payment to ledger
2
Send receipt to borrower
3
Update loan status
4
Notify loan officer
Trigger
Document uploaded
Then automatically...
1
Notify processor
2
Check conditions list
3
Update deal status
4
Send confirmation
Trigger
Payment 5 days overdue
Then automatically...
1
Send reminder email
2
Create task for team
3
Apply NSF fee
4
Escalate to manager

Start Automating Your Lending Operations

See how LendAutomate's automation engine can eliminate manual work and scale your operations.