MortgagePro

CRM System

JD

John Doe

NMLS #123456

MortgagePro CRM

Tasks

Manage your loan processing tasks and deadlines

TaskRelated ToDue DatePriorityAssigned To

Follow up with Sarah Johnson on rate lock

Johnson Loan - APP001

2024-12-15
High
John Doe

Collect bank statements from David Rodriguez

Rodriguez Loan - APP002

2024-12-16
Medium
Sarah Wilson

Schedule appraisal for Thompson property

Thompson Loan - APP003

2024-12-17
High
Mike Chen

Review underwriting conditions for Garcia loan

Garcia Loan - APP004

2024-12-18
Medium
Lisa Rodriguez

Send closing disclosure to Wilson

Wilson Loan - APP005

2024-12-19
Low
John Doe

Order title work for Chen property

Chen Loan - APP006

2024-12-20
Low
Jennifer Wilson