Properties

The Properties tab of the Task Manager Relationship template contains the properties for the specific Relationship Code that is selected as it relates to that template.

These properties indicate the Mandatory Count, Maximum Count, and (for the borrower code) weather or not the origination task should appear on the task tab for the borrower’s contact record.

Example

A certain Loan Origination task relationship template may be configured to require one Mandatory Employment Verification, and to allow a maximum of two, while another Loan Origination task template could be configured in which Employment Verification was not mandatory.