Tasks & Reminders · [Lender Name]

Overdue

Oldest: 2 days

Due today

1 auto-generated

This week

Sep 27 – Oct 3

Completed this month

Team total · 92% on time

Alex Morgan

Owner · 12 open · 2 overdue

Priya Nair

Underwriter · 6 open · 0 overdue

Daniel Brooks

Servicing · 3 open · 0 overdue

All team tasks

Task	Related to	Assignee	Due	Priority
Chase collateral mortgage statement	#1187	Alex Morgan	Sep 28	High
Call L. Fraser re: tax bill	Lead · L. Fraser	Alex Morgan	Sep 29	Normal
Send NSF letter + fee notice	#1187	Alex Morgan	Today	High
Update PAD bank details once void cheque received	#1187	Daniel Brooks	Oct 2	Medium
Underwrite E. Kowalski — all docs in	Lead · E. Kowalski	Priya Nair	Oct 1	Medium
Prepare lender allocation — H. Kim	Deal · H. Kim	Priya Nair	Oct 1	Medium
Deposit Northgate post-dated cheque	#1143	Daniel Brooks	Oct 1	Normal
Chase document: survey — 3 Harbour Ln	#1219	Unassigned	Oct 5	Normal
Send lawyer instructions — F. Ahmed	Lead · F. Ahmed	Priya Nair	Oct 3	High

With selected: · · · Showing 9 of 21

October 2026

TaskPayment dueMaturity / expiryClosingAppointment

Sun

Mon

Tue

Wed

Thu

Fri

Sat

28Stmt chase #1187

29Call L. Fraser

30NSF letter #1187 Lawyer pkg — D. Chen #1066 $2,104.17

1#1026 $5,061.33 #1098 $2,580.75 #1143 $1,848.46 Renewal terms #1098 2:00 H. Kim (virtual)

2Commitment exp. B. Osei 10:00 K. Singh

3#1187 $3,146.50 Lawyer instr. F. Ahmed

5#1204 $988.79

7#1219 $10,677.08

10Closing — F. Ahmed

15#1112 $7,648.96 Closing — W. Tran

16Renewal notice #1112

19PPSA expiry #1143

20Insurance exp. soon #1026

22Coffee — A. Lee

31Tax check #1219

Payments due, loan maturities and insurance / PPSA expiries come from the loans you can see; a paid payment is struck through. Dates use your company's time zone.

Completed

Task	Related to	Completed by	Completed	Due
Record commitment fee & convert to deal	H. Kim	Priya Nair	Sep 29	Sep 29
Send commitment letter	B. Osei	Alex Morgan	Sep 23	Sep 24
Log NSF and apply $250 fee	#1187	Daniel Brooks	Sep 5	Sep 5
Send August lender statements	All lenders	Alex Morgan	Sep 2	Sep 1
Send welcome letter & payment schedule	#1187	Priya Nair	Aug 4	Aug 4

Sep 28 – Oct 2, 2026 Configure appointment types

Staff:Showing every staff calendar

Mon 28

Tue 29

Wed 30

Thu 1

Fri 2

9 AM

10 AM

11 AM

12 PM

1 PM

2 PM

3 PM

4 PM

10:00 Crestview Homes · Renewal · Completed

Daniel Brooks · Vacation

11:00 E. Kowalski · Commitment review · In-Office

3:00 D. Chen · Requested

2:00 H. Kim · Virtual

Priya · Break

10:00 K. Singh · Renewal meeting · In-Office · ↻ 2nd staff

ConfirmedRequested / PendingCompletedTime offDrag an appointment to reschedule it.

Today

1 confirmed · 1 requested

Pending

Need confirming

Today's Schedule

Appointments 2 · Time Booked 1h 15m

11:00 AM · E. Kowalski

Commitment review · 45 min · In-Office · Priya Nair

Confirmed

3:00 PM · D. Chen

Deal consultation · 30 min · Virtual · Alex Morgan

Requested

Next Up

11:00 AM · E. Kowalski

in 1 h 20 min · 42 Elm St office, boardroom

Appointment confirmations and reminders can't be sent automatically until an email account is connected. Connect an email account

Date & time	Client	Type	Staff	Location	Status
Wed Sep 30 · 11:00 AM	E. Kowalski	Commitment review	Priya Nair	In-Office	Confirmed
Wed Sep 30 · 3:00 PM	D. Chen	Deal consultation	Alex Morgan	Virtual	Requested
Thu Oct 1 · 2:00 PM	H. Kim	Commitment review	Priya Nair	Virtual	Requested
Fri Oct 2 · 10:00 AM	Karan Singh	Renewal meeting	Alex Morgan + Daniel Brooks	In-Office	Confirmed
Mon Sep 28 · 10:00 AM	Crestview Homes Ltd.	Renewal meeting	Alex Morgan	Client Site	Completed
Fri Sep 25 · 1:30 PM	L. Fraser	Deal consultation	Alex Morgan	Virtual	No Show

In the app, staff working hours and time off are kept under Settings → Organization → Staff schedule (shown here for convenience). The appointments calendar greys out time off and hours outside the schedule.

Staff Schedule

View and manage working hours and time off for all staff members. Click a day to mark it working or off.

Staff Member	Monday	Tuesday	Wednesday	Thursday	Friday	Saturday	Sunday
Alex Morgan	9:00–5:00	9:00–5:00	9:00–5:00	9:00–5:00	9:00–3:00	Off	Off
Priya Nair	8:30–4:30	8:30–4:30	8:30–4:30	8:30–4:30	8:30–4:30	Off	Off
Daniel Brooks	9:00–5:00	9:00–5:00	9:00–5:00	9:00–5:00	9:00–5:00	10:00–2:00	Off

Legend: Working Off — breaks and meetings are added as time off so clients can't book over them.

Time off — next 30 days

Staff	Type	From	To	Reason
Daniel Brooks	Vacation	Tue Sep 29 · All Day	Tue Sep 29	Family vacation
Priya Nair	Break	Thu Oct 1 · 12:00 PM	1:00 PM	Lunch
Alex Morgan	Personal	Fri Oct 16 · All Day	Fri Oct 16	Doctor appointment

Automation rules create tasks, and can send an email or SMS, when something happens (a status change, a date getting close, a payment bouncing). Auto-created tasks are tagged Auto. A new company starts with a default set that matches the standard workflow. Rules that only send messages are under Settings → Email & SMS → Automated messages.

Automation rules

When…	Then…	Assign to	Created (30 days)
Lead status changes → Docs requested	Create 5 tasks (ID, mortgage statements, tax bills, insurance, appraisal) · email borrower "Document request"	Lead owner	9
Commitment fee received	Task "Send lawyer instructions" (2 days after) · email "Commitment fee received"	Priya Nair	4
Date is approaching: Commitment expiry (3 days before)	Task "Follow up on signature" · email borrower reminder	Lead owner	3
Payment returned NSF	Task "Send NSF letter" · email + SMS NSF notice	Loan owner	1
Date is approaching: Loan maturity (60 days before)	Task "Prepare renewal terms"	Alex Morgan	3
Date is approaching: Insurance expiry (30 days before)	Task "Request renewed certificate" · email borrower	Daniel Brooks	2
Loan funded	Task "Send welcome letter & payment schedule" (same day)	Loan owner	2
Scheduled: Monthly (day 1)	Task "Send lender statements"	Alex Morgan	1
Document uploaded	Task "Review client upload" (same day)	File owner	0