Workflows that follow your process

Define the route each application and loan takes: which steps the borrower sees, which checks run, when staff step in and what happens on every event.

See a process
lendhero Custom workflows software interface
Any
number of steps and branches
Events
trigger actions automatically
SLA
timers with escalation
Versions
with safe rollback

Where it sits in the loan lifecycle

  1. Onboarding
  2. KYC
  3. Decisioning
  4. Origination
  5. Disbursement
  6. Servicing
  7. Repayments
  8. Collection

Capabilities

The route is yours, the platform follows it

Steps and branches

Add, remove and reorder steps with conditions. A branch can depend on amount, score, product or any field in the application.

Event triggers

Actions on approval, payout, payment or overdue. Send a message, create a task, call an API or change a status.

Manual steps

Staff reviews where your policy requires. The task lands in a queue with the data and the reason attached.

Timers and SLAs

Escalate tasks that wait too long. A task that waits too long moves to a supervisor or a wider queue.

Per channel

Different routes for web, app, branch and brokers. Brokers get extra checks, the app gets fewer steps.

Versions

Change the route and roll back safely. Loans in progress finish on the version they started with.

How it works

Change a process in minutes

  1. 01OpenPick the product and channel.
  2. 02EditAdd steps, checks and branches.
  3. 03TriggerAttach actions to events.
  4. 04TestRun test applications.
  5. 05PublishNew version goes live.

Manual steps

People step in only where they add value

Most applications go straight through. Staff see only the cases your rules send them, with the reason and the data they need.

  • Rules decide who reviewsAmount, risk, product.
  • Everything in one cardNo switching systems.
  • Timers on every manual stepA review that waits too long escalates by itself.
People step in only where they add value: lendhero interface

Works together with

Related modules

Configurable productsEach product has its own route.
Back officeManual steps land in team queues.
CommunicationsMessages fire on workflow events.

Questions

Frequently asked

Didn’t find the answer? Write to us and we’ll reply within one business day.

Can we have different routes per channel?+

Yes. Web, app, branch and broker applications can each follow their own route.

Can we add manual review steps?+

Yes. Add a review step anywhere in a workflow and choose which team handles it.

What events can trigger actions?+

Applications, decisions, payments, missed due dates, document uploads, status changes and timers.

Can we roll back a change?+

Yes. Go back to any earlier version of a workflow in one click.

Do we need developers to change a workflow?+

No. Workflows are edited in a visual editor in the admin panel.

Book a demo

See on your own products

We’ll walk you through the platform, show what matters for your products and answer questions about your business.

  • A 30-minute call
  • A walkthrough on your products and markets
  • Answers on timeline, integrations and pricing

Tell us about your lending

We reply within one business day.

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