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Loan Processing Checklist

When you do use checklist effectively, you’ll be much better organized, and you’ll be much more reliable. You’ll experience less stress, safe in the knowledge that you haven’t forgotten anything important. More than this, if you prioritize intelligently, you’ll focus your time and energy on high value activities, which will mean that you’re more productive, and more valuable to your team.

The daily checklist template achieves three key goals; it allows you to record the date, write out your own tasks, and record your progress as you go. Many entries in this list return to the idea of simplicity, and this template is no exception – it’s simple enough to prevent any distraction, but customizable enough to provide almost infinite uses.

To-Do Lists are particularly useful when you have a small number of tasks that you need to complete. However, they can become cumbersome when you have too many items on them, or when you need to progress multiple projects. At this stage, it’s worth starting to use Action Programs, which are designed to manage more complex situations reliably.

Mark the importance of the task next to it, with a priority from A (very important) to F (unimportant). Redraft the list into this order of importance. Then carry out the jobs at the top of the list first. These are the most important, most beneficial tasks to complete. You can also use software-based approaches to manage your checklist. You can often access these from anywhere, and they can often be synced with your Smartphone or PDA.

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