Follow the steps below to apply a workflow


  • Log into your Pulse website
  • Click on My Pipeline
  • Click on the Loan’s tab
  • Locate your file and double click on the Borrower name to open
  • From the center menu bar click on Workflow Setup
  • Click the down arrow under the Workflow Template box and select your Workflow
  • Click on Apply Workflow
  • Next click on the Actions tab to see the Stages and Task