This article provides a quick overview of BrokerEngine's Tasks tool. Tasks are jobs that people need to do for clients. They might include tasks such as setting up appointments, reviewing submitted documents, or contacting lenders to follow up.
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How BrokerEngine manages tasks
BrokerEngine tracks all tasks on the Tasks page. This includes tasks that you created manually and tasks that BrokerEngine automatically created for team members.
Types of tasks
BrokerEngine includes these types of tasks:
Ad-hoc: Basic tasks that are created at any point. These can be manually created or automatically created using workflows.
Stage due: When a board card, like a lead or deal, moves from one stage to another, BrokerEngine can create a task with a due date that matches the stage's due date.
Tasks and automation
You can create workflows that contain task steps. When BrokerEngine runs a workflow, it creates tasks based on those steps and assigns them to the appropriate team members.