We are excited to announce the launch of our new customizable, automated workflow application. The new application allows customers to access Settlor’s extensive library of workflow events and triggers to create customized workflows and process automations through an innovative, user-friendly mapping interface. 

“We continuously listen to customer feedback, and we heard loud and clear that there was a need for customizable workflows within the Settlor platform,” said Mike Patterson, co-founder and head of applications at Settlor. “Not only will this functionality increase productivity for existing users, it also aids in new user onboarding by reducing the dependency on the transfer of institutional knowledge from experienced employees to new employees.” The new workflow feature will be available to all Settlor customers beginning in early October.

Settlor customers will be able to build their own customized workflows and processes rather than following system-defined processes. Examples include the ability to create a task on a specific order type versus all orders, and the ability to populate orders or tasks in work queues that are filtered based on user preferences. Most significantly, the application allows Settlor users to focus on customer service and relationships rather than tasks and basic process execution.

Further, a “workflow history” will exist on each order, providing users with transparency into workflow processes that were previously executed in the background and hidden from the user.

“Settlor’s workflow customization debut is highly anticipated for Security 1st Title and we look forward to implementing it across our system. Given that we service a variety of markets in multiple states, the ability to customize tasks and workflows in each of those markets is monumental,” says Lindsey Brasted, Business Systems Analyst with Security 1st Title. “This enhancement will increase our efficiencies, while providing flexibility that allows us to deliver the best experience possible for our customers.”