Task lists support multi-select, so a batch of tasks can be moved, rejected, or deleted in one action rather than opening each row menu.
Where to find it
Checkboxes appear on every row of the Loan Tasks screen and on Global Tasks. Selecting anything opens a selection bar showing a running count, a clear-selection control, the status picker, Update Due Date, and delete. Your selection survives a refresh of the list, so a long batch does not have to be rebuilt.
What you can do
- Set any status in bulk, not only Complete.
- Reject in bulk with a reason — the comment prompt opens first, and the reason travels with the request.
- Update Due Date in bulk — pick one date and confirm. Each task reports its own result, so anything that could not be moved is named rather than silently skipped.
- Bulk delete, behind a confirmation step. Deleted tasks leave the list immediately.
- Span multiple loans from the Global Tasks screen.
Tasks that are already complete cannot be selected.
Update Due Date and Delete apply to tasks awaiting registration as well as to the tasks of borrowers who have already registered. See article 45, pre-borrower tasks.
Confirmation before anything sends
Choosing Under Review or Completed opens a confirmation naming how many tasks are selected and the status they will move to. Nothing is sent until you confirm. Dismissing the dialog keeps your selection so you can adjust it. Every bulk action on tasks confirms before it runs.
What the borrower sees
Borrowers are notified when a task is rejected through the bulk path, the same as a one-at-a-time rejection. Multiple rejections on one loan arrive as a single notification listing each task, rather than one message per task.
If one task fails
The rest still go through. A single notice names the ones that did not complete.
Who has access
Admins, loan officers, LOAs, and processors.
Related
This article is the full inventory of the bulk selection bar. For changing one task on one loan, see article 43, editing a task on a single loan.