Pipeline Loan Tasks can be grouped into Task Sets to easily be added to existing pipeline loans or to be automatically added as new pipeline loans are created.
To edit existing pipeline loan task sets, please visit the article How To: Edit Pipeline Loan Task Sets
Covered in this article:
Creating Pipeline Loan Task Sets
To create new Pipeline Task Sets, click on Tools, then BankPoint Settings to go to the Settings area of BankPoint.
Note that you may have more of less options displayed than the below screenshot. This depends on the modules used by your bank and the permissions assigned to your BankPoint Account. If you do not see the BankPoint Settings, option, visit How To: Grant Security Settings Permissions to a User or contact your BankPoint Administrator.
Click on the Loan pill on the Settings screen to access the Loan configuration screens.
Select Loan Pipeline Tasks from the left menu and then Actions > Add Tasks Sets.
Populate the fields to create a new task set as follows:
Name: The name/short description of the new task set.
Task Types: Select one or more tasks to be part of the new task set. Note that tasks need to already be in BankPoint to be added to Task Sets. How To: Create Pipeline Loan Tasks
Request Types: Select one or more request types to which apply the new task set upon pipeline loan creation. Note that request types need to already be in BankPoint to be added to Task Sets. [How To Set Up Pipeline Request Types]
Loan Types: Select one or more loan types to which apply the new task set upon pipeline loan creation. Note that loan types need to already be in BankPoint to be added to Task Sets. Loan Types can be automatically imported from the core system or configured manually through Loan Types Settings. [How To Set Up Loan Types]
Note that Request Types and Loan Types work together to define the rules that define a task set to be applied or not to a specific pipeline loan. If, for example, loan type COMM RE CONSTR 360 and Renewal are the only options selected in pipeline task "Commercial Renewal Task Set", the tasks will not be displayed for a modification, even if the loan type is COMM RE CONSTR 360.