What is Workflow?

WorkflowThe term “Workflow” can mean a lot of things to different people. The QBO Workflow module refers to orchestrating a “flow chart” of activities that tend to happen many many times.  Examples include:

  • Managing the outsourcing of a collections effort by a collection agency
  • Orchestrating the steps of a foreclosure, bankruptcy, or eviction
  • Orchestrating the creation, review, approval, and delivery of documents
  • Evaluation of the value of a piece of real estate, and orchestration of the steps involve in purchasing it


What can a Workflow do?  The most common activities include:

  • Create a task for a user to complete
  • Generate a document
  • Copy a document to an investor’s imaging system
  • Send an email to a vendor
  • Launch a child workflow
  • Check an FTP site for files to import
  • Order and receive a real-time credit report
  • Order an automate value for a property
  • Search the Department of Defense for a borrower’s military active duty status
  • Fetch recent payment information from a servicing system
  • Post notes, change status codes, or open work stations in a servicing system

More broadly, a workflow can call any operation of any QBO class. If you can do something in QBO via the front-end, you can have a workflow do it.

If you need QBO to do something that it currently cannot do, there’s a bit of IT work involved by Quandis IT — or by your IT department. (We’re happy to consult with you on such things, but you don’t have to be dependent on us!)  The QBO IService interface allows the geeks out there to configure QBO – via the web browser – to call pretty much any web service out there.

Conditional Logic

Most flow charts are not linear, and QBO Workflow does not have to be linear either. Workflows support conditional if/then statements, as well as simple or complex dependencies.

Managing Workflows

The Workflow dashboard provides a snapshot of all open workflow, and you can drill down into any “bucket” to determine the exact step the workflow is on. From the dashboard you can also:

  • Cancel workflows
  • Restart workflows
  • Back workflows up to a previous step