Tasks are a way for lenders to communicate additional information such as document requests or provide commentary on specific events (i.e. draw request submission, change order requested, etc.)
Tasks should be completed as soon as possible to keep projects moving forward and prevent any delays in disbursements.
To View Tasks
- From the loan view, click on the Tasks tab
- Open and completed tasks will be displayed on the lefthand panel
To CompleteTasks
Select a task to complete. You may be presented with some or all of the following:
- Task name and description
- Notes
- Additional comments you may want to provide the lender for the specific task
- Issue Date
- Enter the effective date of the documentation requested by the lender
- Expiration Date
- Enter the expiration date related to the task
- Issued
- Toggle yes/no is task is issued
- Cleared
- Toggle yes/no is task is cleared
- Documents
- Documents that you have uploaded to support the task
Once the task is complete, click Complete Task which will move it to your Completed Tasks list and notify the lender to review your response.