Each banking client had to build and run delinquency reports by hand. Staff then sent emails or letters to overdue borrowers at each stage. With no automation, follow-ups were often late, inconsistent, or missed entirely across different lenders.
The platform served multiple banks, each with different credentials and settings. There was no way to share a working workflow from one bank to another. Every client had to set up their own process from the ground up.
Daily n8n workflows fire borrower communications by days overdue. 10 to 30 days sends a friendly reminder. 31 to 60 days sends a due notice. 61-plus days routes the case to collections automatically.
Each bank logs into a branded UI to set trigger rules, recipient types, and email content. n8n runs in the background using that client's own credentials.
Banking clients select from pre-built workflow templates through the UI. Parameters are passed to n8n and run under each client's credentials without any backend access.
For clients unable to use public cloud, we deployed separate private n8n instances hosted within their own environment. Each lender gets a fully isolated setup.
Clients could import pre-built workflow JSON files into their own n8n instances. Alternatively, the full n8n builder was embedded directly inside the platform UI for in-product workflow management.
100% automated delinquency follow-ups replacing manual reporting for all banking clients.
4 workflow distribution strategies built to automate all delinquency workflows.
Zero manual intervention required once per-client workflow settings are configured.
