Tasks are jobs that people need to do for clients. They might include things like setting up appointments, reviewing submitted documents, or calling lenders to follow up.
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How BrokerEngine manages tasks
BrokerEngine tracks all tasks on the Tasks page. This includes tasks you created manually and tasks that BrokerEngine created automatically for people in your team.
Types of task
BrokerEngine includes these types of task:
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 will create tasks based on those steps and assign them to appropriate team members.