This feature is off by default, and the switch may already be yours to throw. Check your own admin portal first: Admin Portal → Brands → Edit Brand → Features, turn the Pre-Borrower Tasks toggle on, then Save. Where the toggle has not yet been released to your account, contact support and a Big POS system representative will enable it for you.
You can now build a borrower's or co-borrower's task list before they have created an account, instead of waiting for them to register and then correcting whatever the rules produced.
Where it lives
The loan's Tasks tab. Queued tasks appear as rows alongside the tasks of borrowers who have already registered, and an empty borrower slot is named in its own column, so you can see which person each queued task is waiting for. Nothing is hidden behind a separate screen.
Adding tasks to a slot
Use Add task. From there you can add an individual task or queue the account's rule defaults for that slot. A due date can be set at the point the task is first added. Queued tasks can then be edited or removed using multi-select — name, description, weight, document folder and due date are all editable. Update Due Date and Delete on the bulk selection bar both work on tasks awaiting registration; see article 08, bulk task actions.
Reading the status
The status label is Awaiting registration. It was previously Queued — the same state under a clearer name.
When the borrower registers
Their queued tasks attach to their account automatically. There is nothing to re-send or re-apply afterwards.
A borrower or co-borrower added after the loan has gone active gets their rule-default tasks queued at sync rather than waiting for registration.
What is recorded
Adding, editing, bulk-updating and deleting tasks awaiting registration are all written to the loan log, so the history is there when you need to account for a change.
Why it helps
Until now a borrower had to register before any task could be assigned, which is why a needs list could not be prepared in advance and why a borrower's first sign-in sometimes showed only a driver's licence. Queuing the list up front means they see the right set the first time.
Note for administrators
The automatic attach-on-registration step is enabled per account alongside the feature, so coordinate with your account team before turning it on.