Workflow Overview

The Workflow system is an optional module for Lending Cloud to assist organizations in optimizing their processes throughout the life cycle of a loan.

Access to the Workflow module depends on site configurations, security settings, and subscriptions. Please see your System Administrator if you have any questions regarding your access within the Workflow module.

Note    To use the eNotice and Notifications functions of the Workflow system, users must have validated their email address in their user settings

This section includes the following:

• Managing Customer Workflows

• Workflow Detail

• Workflow Menu

• Workflow and Task List Searches

• Notifications

• Providing eNotices with Links to Workflows and Workflow Tasks

• Deactivating and Retaining Workflow Custom Forms

• Workflow System Administration Settings