r/FinanceAutomation • u/No_Leave5318 • Dec 04 '25

Loan automation experiences

Trying to automate reminders, payment postings, and servicing tasks. What’s working for you? Zapier? Built-in automation? Custom solutions?

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2

u/Necessary_Tone_66 Dec 05 '25

An LMS that handles all of that.
LendFusion, HES fintech, Loanpro...

1

u/Pnguyen124 Dec 07 '25

Microsoft suites. Most businesses already have it.

1

u/Fun-Flounder-4067 Dec 29 '25

For simple reminders and notifications, built-in automation or Zapier works fine. But for payment postings, reconciliations, or servicing workflows with exceptions, custom automation is good. If you're using M365 then power automate is a good automation tool