Understanding Tasks
It can get overwhelming when you have 100's of open tasks and you don't have a clear and concise place to find them. With views inside of BluMortgage you can find exactly the tasks your looking for and not over clutter your system. In this video below we show you the best practice to using the "My Open Tasks" view, so that you can be the most efficient possible.
Kanban view within the task module is pre-defined and will not be able to customize it
Working/Closing Tasks
In this video explanation we show you how best to utilize tasks through the "Contextual View" within BluMortgage. In one central location you can see all notes, all emails and all mortgages for one client.