Run your standard playbook on every deal
Visual rule builder. Triggers, conditions, AI actions, SLA enforcement. The work you used to need a 'process person' for.
Turn your repeatable judgment into a rule
Trigger library
Lead created, app submitted, condition expired, commitment issued, payment NSF — 200+ events.
Conditions
Filter by stage, amount, lender, agent, geo, source, anything. AND / OR / NOT logic.
AI actions
Have Harvey do the work. 'Send re-engagement email written by Harvey'.
Email / SMS / call
Send templated outreach, schedule a call back, drop a voicemail — automatically.
Schedules
Daily 8am pipeline review, weekly conditions sweep, monthly NSF reconciliation.
SLA enforcement
Lead untouched > 5min? Page. > 30min? Reassign. Deal stuck > 7 days? Escalate.
Audit log
Every rule run is logged. Skip reasons, action results, error chains, retry attempts.
Per-tenant
Enterprise: HQ defines default rules. Tenants override + extend. No forks.
Twilio + Email
First-class integration with Twilio, SendGrid, Postmark. Logs back to deal automatically.
See what fired, when, and why
- 12:14:08Stale lead nurtureDrafted 3 emails — Harvey
- 12:08:42TRID 3-day countdownSent CD to borrower
- 12:00:00Conditions sweepFound 12 expiring < 7d
- 11:54:11NSF retry — autoRetried EFT $3,712
- 11:42:00Renewal alert (90d)Paged 2 brokers