Loan Services Customer Onboarding Workflow with ERP IntegrationLoan Services Customer Onboarding Workflow with ERP Integration
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I had a Client that needed a Customer On-boarding Solution for Loan Services Business. They need a workflow process with a step by step submission for the following manual forms they used before in this sequence: 1 – Applicant demographics screen 2 –Applicant references 3 – Work Experience 4 – Proof of Identity 5 – Employee of Supreme Loan
Each step of the workflow needs an approval that sends an email to the respective approve.Also they need a workflow audit trail to see all changes made in the approval flow or fields.
Once they have being approved for all the steps. Then a A/R customer account should be automatically created in their ERP system and a notification. As I considered how this could be solve. Of course I could write something in WordPress, PHP, ASP. dot net, Node, React, etc but that would take more time. Indeed, I needed a way to present something ofquality for the client to review.
Then I remember, Yes there was a way, a way i could go for the Client to see that i care. Yes a way that is Lovable.
Johnson's avatar
Linking each form step to an approval email and audit log removes the back and forth, and auto creating the ERP account after the last sign off seals the workflow
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