Simplify case management and improve conversions by prioritising key tasks for your operational teams
Drive operational clarity and efficiency as you scale your lending operations with a centralised case management dashboard. See all your teams work in one place so you can prioritise what matters most.
Boost productivity, drive efficiency
Enhance overall team productivity by efficiently managing day-to-day workloads. Track work for a streamlined application workflow.
Speed up applications
Keep cases on track by prioritising time-critical tasks in a date-ordered queue. Improve application conversion rates.
All your work in one place
Remove the need for spreadsheets and third-party tools by consolidating all task-related information in one accessible platform.
Clarity and accountability
Gain insights into outstanding tasks, fostering transparency and accountability within your team.
What does Enhanced Tasks offer?
Task management features and capabilities
Date-ordered queues
See tasks prioritised from oldest to newest to easily spot the tasks that need attention first.
Search functionality
Quickly find specific tasks by task name, client details, assignee or case reference number.
Team member queues
Toggle between team member queues for a comprehensive view of individual workloads.
User permissions
Empower team leaders with enhanced permissions to manage team queues and task assignments.
Configurable SLAs
Set and adjust task due dates based on your unique SLAs, adapting to your business requirements.
Broker notifications
Automatically generate tasks for brokers and keep them informed through email notifications.
Case progress alerts
Keep cases progressing by identifying potential obstacles like expired credit reports or valuations.
Integrations
Seamlessly integrate with other systems, automating task completion based on predefined conditions.
Fully configurable
Customise task titles and call-to-action buttons to align with your specific business needs.
Enhanced Tasks guide
Learn more about how our Enhanced Tasks upgrade can help streamline your operations in our handy guide.
Book your personalised demo today
See firsthand how Enhanced Tasks can transform your operations. Book your personalised demo and take the first step towards a more efficient and collaborative future.
