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Loan Origination

End-to-end loan application processing from application to funding

Complexity: Complex | Duration: 30m+ | Category: Industry/Financial Services

Tags: loan origination credit underwriting

Workflow Diagram​

Steps​

Step 1: Receive application​

Agent: loan

officer - Capture loan request

Step 2: Pull credit report​

Agent: credit

analyst - Obtain credit bureau data

Step 3: Verify income​

Agent: loan

officer - Confirm employment and income

Step 4: Assess collateral​

Agent: loan

officer - Evaluate security value

Step 5: Underwrite loan​

Agent: underwriter

Make credit decision

Step 6: Generate documents​

Agent: loan

officer - Prepare loan package

Step 7: Close loan​

Agent: loan

officer - Execute loan agreement

Step 8: Fund loan​

Agent: banking

specialist - Disburse funds

Usage​

To execute this workflow:

/workflow industry/financial-services/loan-origination.workflow

See other workflows in this category for related automation patterns.