Description:
At times during the course of a loan application, a loan officer may need to request multiple tasks for multiple borrowers on the loan file simultaneously. Rather than needing to create each individual task, users can request multiple different tasks for multiple borrowers on a loan file at one time.
How it Works:
Follow the steps below to request multiple tasks for borrower(s) on a loan file within nCino Mortgage.
Web:
- Click on the Create new task button on Tasks tab of the loan file.
- Select the borrowers you want to create tasks for from the Select borrower(s) drop down list.
- Select task(s) to be sent to borrower(s) and click Next.
- Once you'd added all desired tasks, click Request to send to borrower(s).
Additional resources:
Published: 01/26/2026 Last Update: 01/26/2026