Tasks

The Task Management tool is very simple and easy to use. All you have to do to create a new task is click the button that says “Create New Task”. The box below will then appear.

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Enter the details about the task including the action and the date that it is due. Once you have entered the details of the task just click OK. This will then save the task. On the day that the task is due it will appear in the tasks screen. Once you have completed the task it’s just a case of clicking the completed button. This will then save a record of the date that the task was completed.

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Free web based software for mortgage brokers and IFA's, packagers and intermediaries catering for many financial products including Mortgages, Commercial Mortgages, Bonds, Insurance, Secured Loans, Commercial and Personal Loans etc. Our main products include the i-maps and new i-mapx software these great products include complaint management, backoffice solutions, fact finds, FSA compliance, task management, sourcing, messaging, client management. Our software also includes a mortgage fact find, back office software, compliance monitoring, compliant processing for Residential & BTL Mortgages, Secured Loans, Commercial Mortgages, Investment Products, Insurance Policies and Overseas Mortgages.