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Workflow Delay Options

  • Updated

BrokerEngine's automated workflows include both simple and condition-based time delays. These delays allow you to slow down automation and add pauses between steps.

Last updated: February 2026 · Workflows

In This Article

  1. Adding a simple delay
  2. Adding a conditional time delay

Prerequisites

Know how to create a workflow.

Step-by-Step Guide

Step 1 — Adding a simple delay

In this example, we want BrokerEngine to automatically archive leads a week after they are marked as lost opportunities. To generate this result, set up a workflow with a simple delay triggered by a stage change:

Adding a trigger

  • Add this trigger to the workflow - Deal Stage Enters and [your Lost Opportunity stage].

Adding a delay

Create a delay in the first step:

  • Step Type - Delay
  • Delay Type - Period of Time
  • Wait for - 7 Calendar Days

Then add an archive step:

  • Step Type - Archive Loan

Step 2 — Adding a conditional time delay

BrokerEngine launches a workflow delay only if a condition is true. In this example, a two-day delay starts when the settlement date has been set.

  1. Click the plus (+) icon to add a step to the workflow.
  2. Select Delay.
  3. Click the Delay Type field and select Wait Until Condition Met.
  4. Enter the number of days to set the delay length.
  5. Select Calendar Days to count all days, or Business Days to count only Monday-Friday.
  6. Select Before or After.
  7. Click the Condition field and select a date type.
  8. Click Save at the top of the page or click the plus (+) icon under a card to add a task.

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