Productivity Features

SavvyMoney includes several productivity features to help you work more efficiently. These tools streamline common tasks and improve workflow management.

Overview of Features

Feature	Description	Benefit
Reminders	Schedule follow-up reminders	Never miss important dates
Assignment	Assign applications to users	Clear ownership and accountability
Notes	Add notes to applications	Document important information
Withdrawal	Withdraw applications	Clean pipeline management
Locking	Lock applications for editing	Prevent conflicts
Mark Complete	Mark tasks as complete	Track progress
Send App Online	Send link to applicant	Enable self-service
Queue Management	Manage work queues	Efficient workload distribution

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Reminders

Set reminders to follow up on applications at specific times.

Creating a Reminder

1. Open the application
2. Click Set Reminder or the bell icon
3. Choose reminder type:
   • Date/Time - Specific date and time
   • Relative - In X hours/days
4. Add reminder note (optional)
5. Click Save

Reminder Options

Option	Description
One-time	Single reminder
Recurring	Daily, weekly, or custom recurrence
Assign to	Yourself or another user
Priority	Low, Medium, High

Managing Reminders

• View all reminders - Click the bell icon in the header
• Mark complete - Check off completed reminders
• Snooze - Postpone reminder by 1 hour, 1 day, or custom
• Delete - Remove reminder permanently

Reminder Best Practices

Set reminders for:

• Follow-up calls with applicants
• Document collection deadlines
• Rate lock expirations
• Funding target dates

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Assignment

Assign applications to specific users or teams for processing.

Assigning an Application

1. Select the application(s) in the queue
2. Click Assign or use the dropdown
3. Choose the assignee:
   • Specific user - Individual team member
   • Team/Queue - Group queue
   • Unassign - Remove assignment
4. Add assignment note (optional)
5. Click Assign

Bulk Assignment

Assign multiple applications at once:

1. Check boxes next to applications
2. Click Bulk Actions → Assign
3. Select assignee
4. Click Assign All

Auto-Assignment Rules

Configure automatic assignment based on:

Criteria	Example
Product type	Auto loans → Auto team
Loan amount	>$50K → Senior processor
Branch	Downtown branch → Downtown team
Source	Online → Online team
Round-robin	Even distribution

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Notes

Document important information and communication on applications.

Adding Notes

1. Open the application
2. Navigate to the Notes tab or section
3. Click Add Note
4. Enter your note text
5. Select note type (optional):
   • General - Standard note
   • Call Log - Phone conversation
   • Email Log - Email correspondence
   • System - System-generated
6. Click Save

Note Features

Feature	Description
Formatting	Bold, italic, bullets, links
Mentions	@username to notify colleagues
Attachments	Attach files to notes
Timestamps	Automatic date/time stamp
Author	Shows who created the note

Viewing Notes

• Timeline view - Chronological list
• Filter by type - Show specific note types
• Search - Find text within notes
• Export - Download notes as PDF

Note Visibility

Notes are visible to all users with access to the application. Do not include sensitive information unless necessary.

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Withdrawal

Withdraw applications that will not proceed to funding.

Withdrawal Process

1. Open the application
2. Click Withdraw button
3. Select withdrawal reason:
   • Applicant request
   • Unable to contact
   • Does not qualify
   • Duplicate application
   • Other
4. Add withdrawal notes (optional)
5. Confirm withdrawal

Withdrawal Effects

When an application is withdrawn:

• Status changes to "Withdrawn"
• Application moves to archived queue
• Stipulation requests are cancelled
• Applicant may receive notification
• Metrics exclude withdrawn applications

Reopening Withdrawn Applications

Some withdrawn applications can be reopened:

1. Find the withdrawn application
2. Click Reopen (if available)
3. Provide reopening reason
4. Application returns to previous status

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Locking

Lock applications to prevent other users from editing.

How Locking Works

State	Who Can Edit	Indicator
Unlocked	Any authorized user	No indicator
Locked	Only the locking user	🔒 Lock icon
Auto-locked	User currently viewing	🔒 (auto)

Manual Locking

1. Open the application
2. Click Lock button
3. Application is locked to you
4. Click Unlock when finished

Auto-Lock Settings

Configure auto-lock behavior:

• Auto-lock on open - Lock when user opens application
• Auto-unlock on close - Release lock when user leaves
• Lock timeout - Auto-release after inactivity

Lock Override

Administrators can override locks:

1. View locked application
2. Click Override Lock
3. Provide reason
4. Lock transfers to admin

Lock Etiquette

Always unlock applications when you're done to prevent blocking colleagues.

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Mark Complete

Track task completion within applications.

Completing Tasks

1. View the task list or checklist
2. Click the checkbox next to completed items
3. Task shows as complete with timestamp

Task Types

Type	Description
Stipulations	Required documents/verifications
Review Steps	Processing checklist items
Approval Steps	Underwriting requirements
Funding Tasks	Pre-funding checklist

Task Management

• Add custom tasks - Create ad-hoc tasks
• Reassign tasks - Move to another user
• Set due dates - Deadline for completion
• Add notes - Document completion details

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Send App Online

Send a link to applicants to complete or resume their application.

Sending Application Link

1. Open the application
2. Click Send App Online or Resume Link
3. Choose delivery method:
   • Email - Send to applicant's email
   • SMS - Send text message
   • Copy Link - Copy URL manually
4. Customize message (optional)
5. Click Send

Use Cases

Scenario	Action
Incomplete application	Send link to complete
Additional information needed	Request specific data
Document upload	Enable document submission
E-signature	Send signing link

Link Security

• Links expire after configured time (default: 72 hours)
• One-time use or multi-use options
• Requires applicant authentication
• Activity logged for audit trail

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Queue Management

Organize and manage work queues efficiently.

Queue Types

Queue	Description
Personal Queue	Your assigned applications
Team Queue	Shared team applications
Product Queue	By loan/account type
Status Queue	By application status
Priority Queue	High-priority items

Queue Actions

Action	Description
Claim	Take ownership from shared queue
Release	Return to shared queue
Transfer	Move to another queue
Prioritize	Mark as high priority
Escalate	Move to supervisor queue

Queue Settings

Customize your queue experience:

1. Click Queue Settings or gear icon
2. Configure:
   • Default sort order
   • Visible columns
   • Auto-refresh interval
   • Notification preferences
3. Save settings

Workload Balancing

Managers can balance workloads:

• View queue counts by user
• Redistribute applications
• Set capacity limits
• Monitor processing times

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Keyboard Shortcuts

Speed up your work with keyboard shortcuts:

Shortcut	Action
n	Add note
r	Set reminder
a	Assign
l	Lock/unlock
w	Withdraw
s	Save
Esc	Close modal/cancel

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Best Practices

Daily Workflow

1. Start of day - Review reminders and queue
2. Process priority - Work high-priority items first
3. Update notes - Document all significant actions
4. End of day - Set reminders for tomorrow

Team Coordination

• Use assignment to clarify ownership
• Add notes for handoffs
• Lock applications when editing
• Monitor shared queues regularly

Efficiency Tips

• Use keyboard shortcuts
• Set up saved filters
• Configure auto-assignment rules
• Batch similar tasks together

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Continue to Applications Overview to learn about working with individual applications.