Automated Loan Application Processing Workflow

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This n8n workflow automates the end-to-end process of handling loan applications for a loan agency. When a new application is received via a webhook, the workflow cleanses and de-duplicates the data, automatically assigns a loan officer, and stores the application details in Google Sheets. The workflow then updates the application status and manages related documents in Google Drive, while also sending notifications via Twilio. Additionally, it captures new leads and handles status updates through secondary webhooks. This automation streamlines loan processing, reduces manual effort, and ensures prompt communication and proper documentation handling in a loan agency setting.

Node Count

11 – 20 Nodes

Nodes Used

code, googleDrive, googleSheets, stickyNote, twilio, webhook

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