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Task Management

Task Management

The ER CRM contains a task management system which allows cases to be managed and progressed. This helps to ensure all applications are being processed on time every time. Some of the features include:

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

Our Task management system can help your business in several ways

  • Automation: can automate repetitive taks, saving time and effort of staff.
  • Streamlined processes: help keep track of deadlines and to-do lists in on system.
  • Collaboration: our task management allows businesses to crate tasks, assign them to individuals or a team. Helping teams collaborate, which can streamline the process for overall team.
  • Increased productivity: Teams that our CRM task management keep organised and aware of pending activities and forthcoming tasks will be more productive and meet goals more quickly.