Automated Tasks

Manage and monitor AI-powered automated tasks and notifications

Rate Alerts
12

3 pending alerts today

Loan Searches
8

2 pending searches today

Scheduled Emails
15

Next: Tomorrow, 9:00 AM

Follow-ups
7

1 high priority today

Automated Tasks
6 Tasks
AI-powered automated tasks and notifications
Rate Alert for Johnson Family
Target rate of 3.5% has been reached. Send notification.
Client: Johnson Family
Loan Amount: $320,000
Target Rate: 3.5%
Current Rate: 3.45%
Potential Savings: $150/month
Pending
High
Due: Today at 5:00 PM
Loan Search for Smith Refinance
Complete loan search based on updated criteria.
Client: Smith Family
Loan Amount: $275,000
Loan Type: Conventional
Loan Term: 30-year fixed
Credit Score Range: 740-759
Pending
Medium
Due: Today at EOD
Scheduled Email: Rate Update Newsletter
Weekly rate update newsletter to all active clients.
Recipients: 125 clients
Expected Open Rate: 68%
Template: Weekly Rate Update
Scheduled
Medium
Due: Tomorrow at 9:00 AM
Follow-up with Wilson on Application
Automated follow-up reminder for incomplete application.
Client: Robert Wilson
Last Contact: 5 days ago
Application Status: 70% complete
Pending
High
Due: Today at 3:00 PM
Rate Alert for Davis Household
Target rate of 3.65% has been reached. Send notification.
Client: Davis Household
Loan Amount: $420,000
Target Rate: 3.65%
Current Rate: 3.60%
Potential Savings: $95/month
Pending
Medium
Due: Today at 5:00 PM
Scheduled Email: Refinance Opportunity
Targeted email to clients who could benefit from current rates.
Recipients: 42 clients
Expected Open Rate: N/A
Template: Refinance Opportunity
Scheduled
High
Due: Tomorrow at 10:30 AM
Last updated: Today, 11:30 AM
Scheduled Emails
View All
Upcoming automated email campaigns
Weekly Rate Update
125 recipients
Tomorrow, 9:00 AM
Weekly frequency
Refinance Opportunity Alert
42 recipients
Tomorrow, 10:30 AM
One-time campaign
Application Follow-up Reminder
15 recipients
Today, 2:00 PM
Triggered campaign
Task Analytics
Performance metrics for automated tasks

Task Completion Rate

92%
+5%

92% of automated tasks were completed on time this week

Client Engagement

78%
+12%

78% of clients engaged with automated communications

Conversion Rate

23%
+3%

23% of automated tasks led to client action or conversion

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Task Calendar
View and manage upcoming automated tasks

Task calendar will appear here