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
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