The Global Task Manager gives loan officers, LOAs, and processors a single view of tasks across every loan they have access to, instead of opening each file to see what is outstanding.
Where to find it
A Tasks icon on your main dashboard. Selecting it opens the Global Task Manager.
What you can do
- See every task across your portfolio in one consolidated list.
- Filter by status — Incomplete, Under Review, Completed, or Rejected.
- Search by task name, status, loan, loan status, or borrower.
- Spot overdue work — tasks past their due date are flagged.
- Act without leaving the page — verify a task, request documents, or answer a field request inline.
Bulk actions
The Global Tasks screen supports multi-select across loans, not just within a single file. See the bulk task actions article for what the selection bar can do.
Who has access
Loan officers, LOAs, and processors see the tasks on loans they are attached to. The borrower's own task view is separate and unchanged.