Added
v3.2.6: Loops in Flow Builder
2 months ago by Sarthak Tandon
This release brings loops to automated flows, reminder emails that know when to stop, stage notifications, and a broad speed-up across the platform.
New
- Loop step: Repeat a set of steps until a condition is met, using the same condition builder you already know. The loop exits through Pass when the condition is met or Timeout at your maximum attempts, each leading somewhere different, and its exit reason is available as a variable for later steps. See Flow Builder.
- Stage notifications: A Notify toggle on each application stage alerts the assigned agent when an application lands there. It's off by default and configured per account. See In-App Notifications.
- Borrower contract download: Applicants can download their own contracts from the application. See Contracts and E-Signature.
- Email source and sender: Emails sent from an application show which automation or template produced them and which address they came from.
- Servicing details in the agent dashboard: Loan servicing information now appears alongside the application.
- Customer applications endpoint: A new API endpoint returns all applications for a given customer, scoped to your account. See Application Lifecycle.
Improved
- Smarter email sequences: Each scheduled email re-checks its condition right before sending, and the rest of the sequence is cancelled if the borrower has already acted. See Email Sequences.
- Mentions notify: @mentions in notes now notify the person you tagged.
- Richer derived variables: Derived variables can reference JSON variables, so structured integration data can feed calculated fields. See Variables.
- Automatic withdrawal control: Two additional configurable statuses let you fine-tune which applications are withdrawn automatically.
- More reliable passcodes: Mobile one-time passcodes now go over a registered carrier route, so they're far less likely to be filtered.
- Faster platform: Loading applications, delivering webhooks, listing email templates and publishing pricing engines are all quicker, and pages load faster overall.
Fixed
- Flow Builder stability fixes for search, node connections, re-runs and suspended flows.
- Permission controls now match exactly what each role can do.
- Smaller interface corrections across the agent dashboard and integration views.