Workflow-initiatedcustomer & broker updates
Every case event can fan out to customers, brokers, and staff (via email, SMS, in-app, and broker portal) with the same governed templates and audit trail as documents.
Trigger timeline
Every workflow event, every recipient, every channel
Notifications travel with the workflow. When a case state changes, the platform fires the right messages to the right people on the right channels: logged, traced, and audit-ready.
Application submitted
Smith family · home loan · BR-7H94K2 · capture stage complete.
Fires 3 notifications
We received your application: what happens next
Cloudcase Bank: app received. Reference BR-7H94K2.
Lodged: pre-decision in queue
Identity & income verified
GreenID + Open Banking inputs returned. Moving to decisioning.
Fires 2 notifications
Verification complete: credit check next
Verification cleared, decisioning in flight
Pre-approval issued
Auto-decision · NSR 1.42 · risk grade B · indicative rate 6.78%.
Fires 4 notifications
Pre-approved: review your indicative offer
Pre-approved! Tap to view your offer.
Pre-approval issued · client portal updated
Case progressed to offer stage
Loan contract signed
All borrowers signed via DocuSign · contract v12.0 · 4 pages.
Fires 2 notifications
Contract signed: settlement scheduled
Settlement booked for 2026-05-12
Settlement complete
Funds released · PEXA confirmed · first repayment T+30 days.
Fires 3 notifications
Welcome to your loan: first repayment 12 June
Settled. Your loan is live.
Open new servicing case
What's configurable
Channels, content, cadence, governance
One platform. Multiple products. Configured to your portfolio, not the other way around.
Multi-channel delivery
Email, SMS, in-app, broker portal, and push: same template, channel-aware rendering, single delivery log.
Branded templates
Drag-edit templates with merge fields, conditional blocks, and brand assets. Versioned, reviewable, policy-aware.
Triggered by workflow
Notifications wire declaratively into transitions, not bolted into integration code or scheduled jobs.
Recipient routing
Customers, brokers, guarantors, third parties: routed by role, with consent and contact-preference checks built in.
Cadence & throttling
Frequency caps, quiet hours, retry windows, delivery-receipt tracking: all configured, all auditable.
Audit trail
Every send recorded with template version, payload snapshot, channel, and delivery status. Regulator-ready exports.
See notifications fire end-to-end
A live demo: progress a case through approval and watch the right messages reach the right people on the right channels.