TrigoldCrystal CRM: Task Management PDF Print E-mail

Task management module, enables management of all tasks

Momentum maintains a ‘Task’ list for each user, which collates details of outstanding tasks and reminders for that user. The Adviser can manually add items to their own list, but the main strength in this feature is that Momentum will automatically generate items as required by the progress of a case and add them to the Adviser’s ‘Task’ list. This is achieved via the underlying workflow that Momentum contains, which is easily configurable without the need for code changes. Tasks are typically created as applications move through the various stages; these are either created for the Adviser or the attached administrator to complete.




Status

Action Generated
App Form Completed
Email sent to client to confirm that the app form been sent to the lender.
Task created to confirm receipt of application by lender within 24 hrs.
Task created to chase the mortgage offer within 4 days.
Valuation Instructed Task raised to chase valuation after 7 days.
Valuation Received Email to client to advise that the valuation has been received.
Lender Issues Mortgage Offer
 Task raised to ensure that the adviser completes and issues the Record of suitability.
Offer Scanned Mortgage offer emailed to client.
Mortgage offer confirmation emailed to introducer.
Task raised to chase exchange within 5 days.

Task management
  • Manage your time efficiently

  • Ease communication with prospects

  • Ease communication with Lenders/Providers

  • Empower your company to work more efficiently

  • Control your workload, rather than have it control you

  • Manage sales from leads through to applications and submissions

  • Manage after sales activities to satisfy a key TCF requirement