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hi guys craig here product manager at broker engine i wanted to walk you through my workflow to both collect documents from clients get the credit guides signed and provide a great client experience and it uses both broker engine it uses zapier linkedin of docHub linkedin with finance fog which is our secure document portal all part of the broker engine suite and inside of broker engine what youre looking at right now and ill walk you through the workflow builder and then ill walk you through actually running it live so you can see it happen in real time and so this is our workflow builder its super flexible as you build whatever workflow you like and again out of the box you get you can you get out of thought workflow out of the box but you can tweak and edit it as you like but for example in this particular stage uh in this particular workflow the workflow triggers uh when the deal or lead moves into stage seven gets supporting dots um it creates a task initially and the task
