Task Dashboard / Follow-Up

eqLend delivers an advanced Task Dashboard that keeps your team focused on what matters most. A visual task flow highlights bottlenecks in real time, helping managers quickly spot and solve workflow issues.

Managers can customize task visibility for team members, ensuring everyone stays aligned. While tasks can be created manually, most are automatically generated by eqLend’s AI Rules, saving time and reducing oversight.

Tasks are organized into “My Tasks” and “Team Tasks”—so employees stay on top of their own work while staying in sync with teammates.

Your Workflow. Fully Aligned.

The eqLend Task Dashboard automatically organizes tasks in the order they’re received, so nothing slips through the cracks. Customize it to match your exact workflow and stay in sync with teammates to keep every loan moving forward.

Mission Control for Every Loan

eqLend’s Mission Control gives you a complete, real-time view of each loan—from tasks and underwriting status to the borrower needs list and document eFolder—all in one place. And the best part? Your team can access all of it anytime, anywhere with our mobile apps.

Stay Focused. Work Smarter.