Tasks

Overview

Borrower Tasks allow you to share important documents that require acknowledgment from borrowers after they submit a loan application. These tasks automatically appear in the borrower's To-Do List within their loan portal.

Types of Tasks

You can create tasks in two ways:

• Individual tasks assigned to specific borrowers
• Global tasks that automatically apply to all future loan applications

Creating Tasks for Individual Borrowers

1. Navigate to the 'Applications' section
2. Find the desired borrower's application and click 'View'
3. Click the 'Secure Documents' button in the top right corner
4. Select 'Add Task'
5. Follow the task creation steps detailed below

Creating Global Tasks

1. Access 'App Settings' and select 'Document List'
2. Click 'Add Task'
3. Select 'View/Manage Docs'
4. Follow the task creation steps detailed below

Task Creation Steps

1. Click the 'Add Task' button
2. Select 'Create a new task'
3. Enter a name for your task
4. Choose your preferred task type:
   • Text: Enter your content directly into the provided text box
   • PDF: Upload your pre-prepared document
5. Click 'Save' to complete the process

Once saved, the task will automatically appear in the appropriate borrower's To-Do List.

Note: Borrowers can access their tasks either immediately after submitting their loan application or by logging into their loan portal and checking their To-Do List.