Broker Brain has a built-in auto tasking feature that can assign tasks to or automatically email users. Within this feature is the ability to trigger a series of tasks based on completion of prior tasks or based on dates, status changes, flags set in the system, and other options. There are four types of Auto Tasks:
The tasking system has been broken down into three separate tabs for the three kinds of Auto Tasks you can create: offer, preservation, and property. Click the
button next to the Auto Tasks
tab at left or click on one of the subpages listed below to see information for each.
Use the buttons below if you are navigating through Broker Brain University. To see what Broker Brain University is all about, click the Broker Brain University button shown below.