How to Automate the Loan Underwriting Process

Let’s dive into how easy it is to automate loan underwriting with FlowForma Copilot.

1. With FlowForma Copilot, creating a structured loan underwriting process is effortless. Provide a text prompt, upload a form or flow diagram, or use voice input to get started!
   
   
2. FlowForma Copilot automatically structures your loan underwriting process using steps, questions, and rules at lightning speed.
   
   
3. Review your loan underwriting process, and once satisfied, click “Build” to bring it to life.
   
   
4. Open each section to review the questions and rules suggested by Copilot. Click here to define the conditions dynamically to fit your requirements.
   
   
5. Once done defining, click "OK"
   
   
6. Define the actions that should take place when they are met. Click “Save” to apply your logic.
   
   
7. After customizing your loan underwriting process with rules and automation, click “Save” to securely store all changes.
   
   
8. Click “Test Form” to preview how your process functions in a real-world scenario.
   
   
9. At the top, you'll see the entire loan underwriting process is seamlessly structured in minutes with FlowForma Copilot! Thanks to smart rules and automation, your loan underwriting process is now fully optimized and ready to deploy — effortlessly transforming the way you work!