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Task Manager
Updated over 12 months ago

Once you launch your deals, the overview page will transform into your deal task management center. Tasks are split into three categories: Requests, Messages, and Terms Received.

  • Messages: Any new messages or follow-ups required for lenders who have been sent the deal but haven’t submitted terms yet

  • Requests: Any document upload or access requests

  • Terms Received: Any new quotes submitted or messages from lenders who are in a terms received status

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