Preview
No-code document workflow automationDesign the exact workflow your business runs on.
VectorFlow chains the rest of the suite into one end-to-end process, like a home closing. Admins build and change it without code, and every step is tracked from start to finish.
VectorFlow is in preview. Tell us the process you want to run and we’ll fast-track your setup.
Things rarely go wrong inside a step. They go wrong between steps, when a form is finished but nobody knows the file is ready to review, or the disclosure is ready and the signer never got the link.
VectorFlow owns those hand-offs. Each case shows its current stage, who owns the next step, and where it has stalled. When one product finishes, the next one starts, so nothing falls through the cracks.
A workflow engine for the whole suite.
Visual workflow builder
Design or change stages, approvals and hand-offs between products, without writing code.
Industry templates
Start from a template, like a real estate home closing, and adjust it to how your team works.
Cross-product orchestration
Forms intake, viewer review, generated documents and signatures in one tracked process.
Full status visibility
Every case’s current stage, its next owner, and where it has stalled.
The home closing template, in six steps.
Start here, or build the same shape for loan origination, benefits enrollment, vendor onboarding, or any other multi-step process.
- 01Application submittedThe buyer applies through a VectorForms intake form.
- 02Documents uploadedTitle, inspection and loan documents go into VectorViewer.
- 03Verification & reviewTitle and lending teams review and annotate before sign-off.
- 04Closing disclosure generatedVectorGen creates it from the verified data.
- 05Digital signatureBuyer, seller and lender sign through VectorSign.
- 06Closing completeSigned files are archived and the case closes automatically.
A bigger example
A lender-driven home purchase: 12 steps, 5 products.
The lender configures this once. Every buyer after that follows the same path, and every party sees the same file.
Build it by dragging, not coding.
Add a step, pick the product that runs it, choose who owns it. Combine a form and a signature request into one step, or drop in document generation or a full contract lifecycle.
What people ask about VectorFlow.
Do we need to write code?
No. Admins configure and change workflows in the visual builder.
Which products can it orchestrate?
VectorForms, VectorViewer, VectorGen, VectorCLM and VectorSign.
Can we start from a template?
Yes. Industry templates like the home closing can be adjusted to fit your process.
How many workflows can we build?
There’s no fixed limit on the number of workflows you design. Check your plan for active template limits.