Manage Tasks/Reminders via Calendar

All users (agents, branch, & back office employes) can create tasks for each other. A task can be linked to more than one user. Multiple reminders can be set via e-mail or SMS texts. Manager can view all tasks globally and see which ones are started, not started, or completed.

The calendar view shows all the different types of tasks and reminders like sale dates, work flow tasks, general tasks, billing due dates, borrower call back, or lender call back.