Organisation Default Tasks, Phases & Statuses
Below you can create the application phases, statuses and the associated tasks that should trigger based on them.
Organisation Default Tasks
Create the default tasks your team will need to take care of during the application.
Task Name
Assigned to
Jamie Lawless (You)
Instructions
Remind After…
24 Hours (Default)
Send Reminders as…
In-App + Browser
Lender/Protection Reference
Include Reference Number Field
Additional Inputs
Include Additional Text Inputs
Additional Text Inputs to Include on This Task
Your Application Phases
Create the phases of the application process for your entire organisation.
Phase Name
Phase Name
Phase Name
Phase Name
Lead Assignment Roles
Select which role(s) are the owners of this phase. Select any other roles that should be consulted in this phase.
Owner Role(s)
Select Owner Roles
Lead Manager
Consulted Role(s)
Select Consulted Roles
Adviser
Add Statuses
Create statuses that can display in this phase. If you like, you can associate these statuses with common statuses to support automations.
Status Name
Status Association
Blocked (Applicant)
Status Name
Status Association
New Lead Added
Automate Your Statuses
Select one of the statuses you've created and set actions to the trigger when the status is activated.
Automation Trigger Status
New Lead Added
Action to Trigger
Notify Owner