Nothing slips. Everything tracked.
Each step of the lending lifecycle — application review, document collection, approval, disbursement — becomes an explicit task with an owner, a deadline, and an escalation path.
Explicit tasks per step
Every decision point becomes a task with clear inputs, owner, and expected output.
Assignment + queues
Auto-assign by rule or pull from shared queues; reassign with one click.
SLAs + deadlines
Set turnaround targets per task type; LoanHQ warns before they breach.
Escalation paths
Stalled tasks escalate up the chain automatically — no chasing required.
Recurring tasks
Periodic reviews — covenant checks, KYC refresh, valuation updates — auto-generated on schedule.
Audit-ready
Every task carries who, when, and what happened — exportable as an audit log.
How tasks flow
- 01
Trigger
An event — application submitted, document uploaded, repayment overdue — creates a task.
- 02
Assign + work
Task routes to the right owner or queue; the work happens with full context attached.
- 03
Close + audit
Task closes with outcome recorded; the audit trail captures every step.
Stop chasing. Start finishing.
Configure your task types, SLAs, and escalation chains — and let LoanHQ keep your team on schedule.