Automated tasks throughout your process flow – as your case progresses key triggers can automate set tasks against an application to ensure the correct follow-up measures are made to keep the application moving forward.
Manual tasks set by the individual for either application level or personal appointments to ensure nothing is forgotten.
Individual CRM hub containing a todays tasks area for quick access to a real time to do list ensuring all cases are being progressed as expected.
Management task overview to see individuals’ tasks lists or the company as a whole. This allows for management of individual user’s caseloads and re management in the event of absence.
End to end product workflows – predetermined stages for your mortgages.
Role based workflow for sales, underwriting, packaging and administration.