Loan Applications Prioritization Template

More mortgage-lending templates

Streamline your mortgage lending process with the Loan Applications Prioritization template. By utilizing the Eisenhower Matrix, this template helps prioritize loan applications based on urgency and importance, ensuring that urgent and important applications are processed first.

This systematic approach not only enhances efficiency but also boosts customer satisfaction by ensuring timely responses and processing of loan applications. Follow the step-by-step guide to classify, process, and update the status of applications while maintaining a clear overview of the entire process.

Get this template on priority matrix

Loan Applications Prioritization for Priority Matrix

Loan Applications Prioritization in Priority Matrix

Prioritize loan applications efficiently to ensure timely processing and maximize customer satisfaction.

You can start using Loan Applications Prioritization or other Mortgage-Lending Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Urgent and Important

  • Task 1: Review incoming loan applications (due in 1 day)
    ☐ Subtask1 Evaluate each application's urgency and importance. ☐ Subtask2 Classify applications into the Eisenhower Matrix quadrants.
  • Task 2: Prioritize processing of urgent and important applications (due in 2 days)
    ☐ Subtask1 Process applications in the Q1 quadrant. ☐ Subtask2 Update the status of processed applications.
  • Task 8: Review and update the Eisenhower Matrix (due every 2 days)
    ☐ Subtask1 Review and update the Eisenhower Matrix based on new applications and processed applications. ☐ Subtask2 Make necessary adjustments to the processing schedule.
  • Task 6: Review processed applications (due in 3 weeks)
    ☐ Subtask1 Review processed applications for accuracy and completeness. ☐ Subtask2 Address any discrepancies or issues.

Important, Not Urgent

  • Task 9: Conduct team meetings to discuss progress (due every week)
    ☐ Subtask1 Conduct team meetings to discuss the progress of loan application processing. ☐ Subtask2 Address any issues or bottlenecks.
  • Task 3: Schedule processing of important but not urgent applications (due in 3 days)
    ☐ Subtask1 Schedule processing of applications in the Q2 quadrant. ☐ Subtask2 Update the status of scheduled applications.
  • Task 7: Follow up with applicants (due in 1 month)
    ☐ Subtask1 Contact applicants to confirm receipt of their applications. ☐ Subtask2 Provide update on the status of their applications.
  • Task 10: Provide training on the use of the Eisenhower Matrix (due in 1 month)
    ☐ Subtask1 Conduct training sessions for team members on the use of the Eisenhower Matrix. ☐ Subtask2 Ensure understanding and correct application of the matrix.

Urgent, Not Important

  • Task 4: Address urgent but not important applications (due in 1 week)
    ☐ Subtask1 Process applications in the Q3 quadrant. ☐ Subtask2 Update the status of processed applications.

Not Urgent, Not Important

  • Task 5: Defer processing of not urgent and not important applications (due in 2 weeks)
    ☐ Subtask1 Schedule processing of applications in the Q4 quadrant. ☐ Subtask2 Update the status of deferred applications.