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Task Lists

Helps management monitor efficiency and timeliness of loan processing – from request to closing.

Create, view and manage all tasks required during the credit process. Task Lists works in tandem with FINPACK’s workflow tool and helps you manage the required actions during each stage of the approval process. Additionally, Task Lists can provide ticklers for the life of the loan.


Tasks can be assigned to individuals or groups.


The individual user’s dashboard displays their current, past due and upcoming tasks.


Provides users with a notification or email of new tasks and assignments.

Prevent bottlenecks

Allows management to monitor credit timeliness and efficiency, with time stamps and reporting.

Tickler System

Reminders for the life of the loan can be initiated, from request through post-closing serving.


Tasks generate from workflow assignments or specific tasks can be assigned to users as needed.