Task Management
Automate key tasks throughout your application process with ER CRM’s intelligent workflow engine. As each case progresses, predefined triggers automatically set follow-up actions to keep everything moving smoothly and on time.
Users can also create manual tasks at both the application level and personal appointments, ensuring nothing is overlooked.
Each individual has a dedicated CRM hub featuring a Today’s Tasks area—offering quick, real-time access to their to-do list to help manage case progress efficiently.
Managers gain a comprehensive overview of all tasks across the team or company, enabling effective workload management and easy reassignment in case of absences.
ER CRM supports end-to-end product workflows with predetermined stages tailored for mortgages, alongside role-based workflows designed specifically for sales, underwriting, packaging, and administration teams.
Additionally, full notes functionality allows detailed record-keeping throughout the process, ensuring all relevant information is captured and accessible.