Diary and workflow features - Lender Software
Features
Diary and workflow system
| Tasks and notes | Diarised tasks and notes (never miss a deadline again) | |
| Workflow and Tasks | As your application progresses the system has an inbuilt work flow that can grow automatically or you can select tasks/requirements from your pre-built list. Therefore, you will no longer miss a requirement, task or special condition. | |
| Notes | Notes can be added at any stage. We also understand that you may not want end users to change notes after a certain period of time for audit purposes. All of which, is already built into the system. | |
| Diary | Both tasks, requirements and notes, can be diarised, this means that you never miss a process. The dairy can also be emailed or be seen as a group or at different security levels. This means that when a member of staff is on holiday other key staff members can view their diary. | |
| Manage others diaries | Assign notes, to-do's and/or tasks to your colleagues, and optional work flow status with status history. |