The Calendar/Tasks tab in the LendingWise portal is a productivity feature designed to help loan officers, processors, managers and other users track and manage their time-sensitive activities across loan files.
Sub Tabs
Calendar
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Visual overview of tasks & events by day, week, or month
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Color-coded by status or user (customizable)
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Easy navigation to upcoming due dates or appointments
Task List
Create Client Task/Reminder
📋 Task List View
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Filterable & sortable list of all tasks
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Search by task name, assignee, due date, loan file, or status
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Bulk update task statuses
🔔 Task Creation & Assignment
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Add tasks manually or automatically (via Workflow Automations)
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Assign to users or roles (e.g., loan officer, processor)
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Set:
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Due date & time
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Priority
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Notes/description
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Related loan file
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📌 Task Status Management
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Status options like:
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Not Started
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In Progress
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Completed
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Overdue
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Helps monitor task progress and accountability
🔄 Integration with Workflows
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Tasks can be auto-generated via the Workflow Automation Engine
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Useful for loan milestones (e.g., "Order appraisal" after stage change)
📱 Notifications
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Email or in-system reminders for upcoming or overdue tasks
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Keeps users on schedule
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