Cloudcase
    Glossary entry

    Workflow automation

    Workflow automation uses software to route work through stages, assign tasks, enforce approvals, and trigger actions, reducing manual coordination.

    Category

    Lending technology

    Definition

    Workflow automation in lending

    • Queues, SLAs, approvals, and escalations
    • Document and verification task orchestration
    • Exception handling and controlled manual work

    Why it matters

    Throughput improves when the workflow is explicit, measurable, and aligned to operating reality.

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