Loan Application Tracking and Prioritization Template

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Efficiently manage and prioritize loan applications with the Quadrants method, ensuring that urgent and important applications are processed first. This template helps Small Business and Residential Lending Specialists focus on critical tasks, improving turnaround times and customer satisfaction.

Follow a structured approach to review, prepare reports, follow up, schedule meetings, and update databases, while delegating less urgent tasks. Enhance your workflow and outcomes by implementing this proven prioritization strategy.

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Loan Application Tracking and Prioritization for Priority Matrix

Loan Application Tracking and Prioritization in Priority Matrix

Prioritize and track loan applications efficiently to enhance processing and customer satisfaction.

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Proposed Tasks

Urgent and Important

  • Review loan applications due in 1 day
    ☐ Review application details ☐ Check credit history ☐ Verify income and expenses
  • Prepare reports for loan applications due in 3 days
    ☐ Gather application data ☐ Prepare financial analysis ☐ Write report

Important, Not Urgent

  • Follow up on pending loan applications due in 1 week
    ☐ Identify pending applications ☐ Contact applicants ☐ Update application status
  • Schedule meetings with potential applicants due in 2 weeks
    ☐ Identify potential applicants ☐ Schedule meetings ☐ Prepare meeting agenda

Urgent, Not Important

  • Update loan application database due in 2 days
    ☐ Identify outdated information ☐ Update application details ☐ Verify changes
  • Attend training on new loan products due in 3 weeks
    ☐ Review training schedule ☐ Prepare for training ☐ Attend training

Not Urgent, Not Important

  • File completed loan applications due in 3 days
    ☐ Identify completed applications ☐ File applications ☐ Update application status
  • Review feedback from loan applicants due in 2 weeks
    ☐ Collect feedback ☐ Analyze feedback ☐ Prepare feedback report
  • Prepare for quarterly review due in 1 month
    ☐ Collect performance data ☐ Prepare presentation ☐ Practice presentation
  • Update loan product brochures due in 1 month
    ☐ Review current brochures ☐ Update product information ☐ Print new brochures