ARIVE’s Broker Pro & Non-Del plans companies can create automation rules to enhance their workflow and processes.
To manage and create automation rules go to Company Settings > Automation Rules. In this screen you will notice several automation rules have already been created.
Company Admins can enable or disable any rules by clicking the toggle on the right side of the screen for each rule.
To edit existing rules just click on the rule you wish to edit.
To create a new automation rule click the blue “+ Automation Rule” button at the top right of the screen.
Creating New Automation Rules
To create a new automation rule
Click the blue “+ Automation Rule” button at the top right of the screen.
Select the initial trigger you wish to use from the available options in the dropdown.
New Loan Is Created - Selecting this option will trigger the action to occur as soon as the loan is created. (Will be triggered by borrower completing application online also)
Loan Status Changes - This allows you to select a status for when the rule would go into effect. Keep in mind that you may need to select all statuses after the desired status since users can bypass statuses to move the loan file forward.
Loan Date Changes - With this trigger you are selecting a date for when a status is either “Set, Changes, or is Cleared”
Subject Property Changes - There are different options in regards to the Subject Property that can trigger an action.
Occupancy Type - Options include when the occupancy type changes (to anything), or changes to a specific occupancy type (Primary Residence, Second Home, or Investment). Or when a value for this field “Is Set” or “Cleared”.
Property Type - Options include when the property type changes (to anything), or changes to a specific property type (Single Fam, Condo, Cooperative, Manufactured, PUD, Townhouse, Vacant Lot/Land). Or when a value for this field “Is Set” or “Cleared”.
Street Address, City, Zip, County, State, and TBD Address will give you an option for when these values are either “Changes, Set, or cleared”
Loan Team Changes - When the person for the selected role is either changed (in general), changed to a specific person, or if the role has been assigned.
Loan Info Changes - You can select an item from the dropdown and set the value that would trigger the action.
Loan Action Initiated - When any or all of the available loan actions (based on the selected actions) are initiated the action will be triggered.
Custom Field Changes - This allows you to base automation rules around the custom fields that have been added.
Borrower Info Changes - This trigger is based on borrowers being added or removed. It can also be used when the borrower’s email address changes.
Once the initial trigger has been selected, you can then add additional criteria that may apply to the rule being created. You can select multiple criteria to apply towards an automation rule.
Once the trigger and appropriate criteria are selected you can choose the action type that will occur.
Enforce Required Fields - This action will require the selected fields to be completed before allowing the user to move forward.
Set Value of Field to Something - This action will allow you to automatically indicate if the loan is a business purpose loan or set the loan file to read only mode when triggered.
Execute Trigger With Warning Message - This action will provide a warning message of your choice when the rule is triggered, but will not provide a hard stop to the user.
Stop Trigger Execution With Message - This action will provide an error message of your choice (could be instructions on how to move forward) along with a hard stop for the user.
Notify Someone - This action will send an email notifying the contact types or email addresses entered in the template.
This option allows you to add another action item in addition to the notification.
