Loan Origination Demo

This project showcases how loan origination, a complex, multi-step process in financial services, can be reliably orchestrated with Temporal. It walks through the end-to-end journey of a loan, from the moment a customer applies to the final funding decision.

The demo highlights common challenges in loan origination and how Temporal addresses them:

• Human-in-the-loop tasks: reviewers, underwriters, and fund managers provide approvals or inputs that move the process forward.
• Resiliency in the face of failures: external checks (like credit verification) may fail; Temporal handles retries automatically until success or escalation.
• Clear visibility and auditability: every action in the loan lifecycle is recorded, making it easy to trace decisions and timelines.
• Event deadlines: the loan application process must complete within a set timeframe (30 days) before the application is automatically rejected.

By following the perspective of multiple roles (customer, loan officer, appraiser, underwriter, and fund manager) the demo provides an intuitive way to see how a real financial services institution might run a modern origination process on Temporal.

This example is especially relevant for banks, credit unions, and fintechs looking to modernize customer onboarding and loan approvals, but it’s also broadly useful for any process involving approvals, reviews, and multi-party decision-making.