Task Management
Integrated task management
Help your loan officers stay organized with in-app task management. Aidium makes it easy to create, assign, and automate tasks across teams, so it's easy for teams to have a clear view of their priorities and responsibilities.
Task Management
Make task management effortless
Make it easy for teams to stay on top of their tasks: Aidium allows loan officers to create one-off tasks or set automations to handle routine task creation. Assign tasks to individuals, set due dates, track completion and get data about tasks—all from one intuitive interface. Perfect for managing everything from borrower follow-ups to team reminders.
Cross-Team Tasks
Cross-team tasks support users on multiple teams
Aidium makes it easy for users who work on multiple teams to see all their tasks in one place, with our cross-team task structure. No more switching between teams or missing important assignments—just clear, consolidated task management.
Notifications
Notifcations keep everyone in the loop
Ensure important tasks never get missed with notifications. Users can customize their alert preferences with both in-app and email notifications for new task assignments. Perfect for driving accountability and making sure nothing falls through the cracks.
Automated Task Creation
Tasks can be created from automations
Have repetitive or recurring tasks? It’s easy to create new tasks from your Aidium automations. In fact, many Aidium Playbooks have task creation built in. Free up your producers' time by automating task creation.
Learn moreHelp producers stay organized with task management
From loan officers managing their daily activities to loan officer assistants coordinating across departments, Aidium's task management helps everyone stay organized and accountable.
Increased productivity
Streamline workflows and reduce manual work with automated task creation and clear assignment tracking. Get reporting on tasks with Aidium's Out-of-the-Box Reports.
Easy collaboration
Enable seamless cross-team coordination for users on multiple teams with unified task views and smart notifications.
Nothing falls through cracks
Keep everyone accountable with automated notifications and clear task ownership across your organization.
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