Equator Task Tips
When agents receive tasks on Equator lenders will make requests to the agent through “Tasks” Your lender can manually trigger a task, or re-open a task if your work is incomplete. Tasks can also be set to open on a pre-defined schedule, such as monthly status reports. Here are some tips and tricks to help you with working on your tasks:
- Always check your messages before starting on tasks. Often there are instructions from the seller in your messages, or forms that are needed to complete your task.
- You can access your tasks by clicking on the Assigned Tasks in the workflow section. You can also see at a glance how many open tasks you have in this section.
- Click directly on the task name to access the task, or you can also click on the property address to access the property view.
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