What Is Task Auto-Assignment?
Task auto-assignment refers to the practice of automatically creating and assigning tasks when specific conditions are met in the workflow.
In MCA and small business lending, this often means generating follow-ups for missing documents, reviewing flagged risk signals, or escalating deals to underwriting queues.
This process usually occurs after scrubbing and write-back. Operators use it to make sure that flagged items, such as exceptions, fraud signals, or policy violations, do not get lost in shared inboxes or queues.
How Does Task Auto-Assignment Work?
Task auto-assignment combines workflow logic with CRM integration.
- Trigger detection: Events such as missing-info requests, fraud flags, or borderline appetite scores are identified.
- Task creation: The system generates a task with specific details and due dates.
- Assignment logic: Tasks are routed to the correct queue or team member based on rules such as role, workload, or submission type.
- Tracking and resolution: The task is tracked in the CRM until completed, ensuring nothing slips through the cracks.
In Heron, task auto-assignment is embedded into the scrubbing and workflow automation process.
- Automated parsing: Submissions are checked for completeness, eligibility, and risk.
- Flagging outcomes: Issues such as missing pages or suspicious activity are logged.
- Automated assignment: Follow-up tasks are created and assigned to reviewers, underwriters, or operations staff.
- Next action: Teams receive tasks directly in their CRM workspace, reducing delays and manual coordination.
This guarantees that every exception or stip has a clear owner without requiring extra oversight.
Why Is Task Auto-Assignment Important?
For brokers and funders, task auto-assignment is important because manual routing of follow-ups creates bottlenecks and risks errors. Without automation, critical exceptions may sit unresolved in inboxes, slowing funding decisions.
Heron makes task assignment seamless by integrating it into the workflow. Every flagged issue is automatically assigned to the right person, helping teams scale without adding headcount.
Common Use Cases
Task auto-assignment is widely applied across intake, underwriting, and exception handling.
- Assigning missing-info follow-ups to operations teams.
- Routing fraud flags to risk review queues.
- Creating tasks for underwriters when borderline submissions require a second look.
- Assigning compliance checks when documents like IDs expire.
- Making sure every exception has a clear owner and resolution path.
FAQs About Task Auto-Assignment
How does Heron automate task assignment?
Heron detects triggers like missing documents or flagged anomalies, creates follow-up tasks, and routes them to the appropriate team member in the CRM automatically.
Why is task auto-assignment valuable for MCA brokers and funders?
It eliminates manual coordination, reduces delays, and makes sure no flagged submission is ignored. This helps teams scale their operations efficiently.
What outputs should teams expect from task auto-assignment?
Teams receive clearly defined CRM tasks with context, due dates, and ownership. Each task is tied back to the original submission for transparency and accountability.