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      LendingWise Tabs - Calendar/Tasks

      The Calendar/Tasks tab in the LendingWise portal is a productivity feature designed to help loan officers, processors, and other users track and manage their time-sensitive activities across loan files.

      Sub Tabs

      Calendar

      • Visual overview of tasks & events by day, week, or month

      • Color-coded by status or user (customizable)

      • Easy navigation to upcoming due dates or appointments

      Task List

      Create Client Task/Reminder

      • 📋 Task List View

        • Filterable & sortable list of all tasks

        • Search by task name, assignee, due date, loan file, or status

        • Bulk update task statuses

      • 🔔 Task Creation & Assignment

        • Add tasks manually or automatically (via Workflow Automations)

        • Assign to users or roles (e.g., loan officer, processor)

        • Set:

          • Due date & time

          • Priority

          • Notes/description

          • Related loan file

      • 📌 Task Status Management

        • Status options like:

          • Not Started

          • In Progress

          • Completed

          • Overdue

        • Helps monitor task progress and accountability

      • 🔄 Integration with Workflows

        • Tasks can be auto-generated via the Workflow Automation Engine

        • Useful for loan milestones (e.g., "Order appraisal" after stage change)

      • 📱 Notifications

        • Email or in-system reminders for upcoming or overdue tasks

        • Keeps users on schedule