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Apprivo Enhanced Tasks - A smarter way to work
Simplify case management and improve conversions by prioritising key tasks for your operational teams
Drive operational clarity and efficiency as you scale your lending operations with a centralised case management dashboard. See all your teams work in one place so you can prioritise what matters most.
Book a demoBenefits
Visualise and manage outstanding tasks seamlessly throughout the origination process
Boost productivity, drive efficiency
Enhance overall team productivity by efficiently managing day-to-day workloads. Track work for a streamlined application workflow.
Speed up applications
Keep cases on track by prioritising time-critical tasks in a date-ordered queue. Improve application conversion rates.
All your work in one place
Remove the need for spreadsheets and third-party tools by consolidating all task-related information in one accessible platform.
Clarity and accountability
Gain insights into outstanding tasks, fostering transparency and accountability within your team.
Top Features
What does Enhanced Tasks offer?
Priority task highlighting
Clearly identify high-priority tasks, eliminating any guesswork for your teams.
Traffic-light labelling
Navigate all outstanding tasks on a visually intuitive system to ensure timely attention to critical activities.
Full audit trail
Maintain compliance with a comprehensive task history, tracking creation, completion and responsible parties.
FEATURE SUMMARY
Task management features and capabilities
Search functionality
Quickly find specific tasks by task name, client details, assignee or case reference number.
Date-ordered queues
See tasks prioritised from oldest to newest to easily spot the tasks that need attention first.
Team member queues
Toggle between team member queues for a comprehensive view of individual workloads.
User permissions
Empower team leaders with enhanced permissions to manage team queues and task assignments.
Configurable SLAs
Set and adjust task due dates based on your unique SLAs, adapting to your business requirements.
Broker notifications
Automatically generate tasks for brokers and keep them informed through email notifications.
Case progress alerts
Keep cases progressing by identifying potential obstacles like expired credit reports or valuations.
Integrations
Seamlessly integrate with other systems, automating task completion based on predefined conditions.
Fully configurable
Customise task titles and call-to-action buttons to align with your specific business needs.
Free download
Enhanced Tasks guide
Learn more about how our Enhanced Tasks upgrade can help streamline your operations in our handy guide.
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See it in action
Book your personalised demo today
See firsthand how Apprivo’s Enhanced Tasks can transform your operations. Book your personalised demo and take the first step towards a more efficient and collaborative future.
Book a demoFAQ
Frequently asked questions
How does Enhanced Tasks improve task management for operational teams?
Enhanced Tasks provides a centralised dashboard that visualises all outstanding tasks, prioritises them by urgency, and organises them in a date-ordered queue. This allows your team to focus on the most critical tasks first, streamlining the workflow and boosting overall productivity.
Can Enhanced Tasks be customised to fit our specific business needs?
Yes, Enhanced Tasks is fully customisable. You can configure task titles, call-to-action buttons, due dates based on your SLAs and set automatic alerts for key case updates. This flexibility ensures that the system aligns perfectly with your business processes.
How do automatic alerts and notifications work in Enhanced Tasks?
Enhanced Tasks lets you set triggers to create tasks and send email notifications automatically. For example, if a credit report or valuation expires, the system will alert the relevant team members, ensuring they stay informed and can address issues promptly, keeping cases progressing smoothly.
What integration capabilities does Enhanced Tasks offer?
Enhanced Tasks can seamlessly integrate with your existing systems, such as payment processing and CRM tools. This integration ensures that task completions and updates are automatically synchronised, eliminating the need for manual data entry and enhancing overall operational efficiency.
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