Elite Workflow
Task Board
Next seven days at a glance. Overdue on the left, forward workload to the right.
Elite AI · Workload Coach
Balancing today's board across 4 coordinators
Handle first
Follow up on Loan Contingency Removal
412 Beverly Crest Drive
Blocking a close
Coordinate Final Walkthrough
2200 Sunset Vista
Untouched longest
Follow up on Loan Contingency Removal
412 Beverly Crest Drive
Likely to slip
Send Disclosures Package
412 Beverly Crest Drive
Past Due
6Follow up on Loan Contingency Removal
Mon Jun 29· 6d late
A
AlexandraFinancing Waiting on Lender
Confirm Escrow Wire Instructions
Wed Jul 1· 4d late
S
SophiaEscrow Waiting on Escrow
Request Natural Hazard Disclosure
Thu Jul 2· 3d late
M
MarcusDisclosuresChase Wire Fraud Advisory Signature
Fri Jul 3· 2d late
P
PriyaCompliance Waiting on Buyer
Coastal Zone Overlay Confirmation
Sat Jul 4· 1d late
A
AlexandraTitle2
Today
5Review Repair Credit Counter
Sun Jul 5
M
MarcusNegotiation3
Tomorrow
4Send Escrow Introduction Email
Mon Jul 6
A
AlexandraOnboardingIn 2 Days
3Confirm Buyer Insurance Binder
Tue Jul 7
P
PriyaFinancingIn 3 Days
3Prepare Weekly Client Update
Wed Jul 8
A
AlexandraCommunicationIn 4 Days
2In 5 Days
2Draft Post-Close Follow Up
Fri Jul 10
A
AlexandraPost CloseIn 6 Days
328Total
6Past Due
4Due Today
20Due This Week
3Addressed
2Completed
3Waiting on Others
Elite Workflow · updated live