Broker Tools
Product Related Automated Task Setting
When a deal is marked as settled, or switch/refix product is posted to commissions/completed, tasks are automatically set for common product related activities such as:
- Fixed rate expiry date.
- Interest Only (IO) repayment expiry date.
- Introductory rate expiry date (variable rate products only).
- Asset loan term expiry date.
All tasks are set as follows:
- Unless checked off tasks will be automatically added
- Task is automatically assigned to the deal owner. They can be manually re-assigned to other team members.
- Due date is automatically set to three (3) months prior to expiry date. This can be manually adjusted to a different date.
Note: These parameters are set for every user; there are no settings options to change above parameters. This feature will set tasks only for newly settled deals/switches/refixes - i.e. it is not retrospective.
Settlement Screen
Switch/Refix Screen
Video Demo
Was this article helpful?
