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Loan Checklists – Manage Tasks More Efficiently

Many tasks must be completed during loan origination. A large number of documents must be assembled, certain functions need to be completed, analysis must be prepared, approval packages assembled, various approvals and sign offs completed, etc.

To help manage this process the Madison commercial loan software provides a convenient checklist feature.

The check list feature can be shared by all users on a view only or edit basis, as appropriate for each user. You no longer need to call and play phone tag or send emails to find out the status of task for each loan. Instead, users can go to the checklist reports or checklist module and see the status of each loan.