The Workflow Manager makes is easy to track and manage essential deal tasks.

For each task, the Workflow Manager page displays a Yes button, Skip button and/or completed date depending on the type and status of the task.


To see all tasks on one page, click the Task List link on the Go to line.


The Task List indicates the status of each task, the loan status associated with that task, responsibility, completed date, completed by and user comments associated with the task.

Completed workflow tasks can be reset, but only users with the Reset Task user role can check the Reset Task checkbox to reverse a completed task.

If a workflow task that’s associated with a status change is reset, the Deal Status will be reset to the status that immediately preceeds the task in question.

Resetting a task will create an entry in the Deal Log.