Tasks are always delegated via mercury, emails or sometimes viber (in case of urgency only).
You can find the lender spreadsheet in the dropbox - go to Clients > Bluebird > Bluebird lender details. You can find all the links to broker portals, contact numbers for lenders, broker ID, etc. on this sheet.
In case of pricing, valuation and AOL tasks - detailed notes can be found in the mercury notes section of specific opportunity.
Once the tasks are completed, unless instructed by broker/team leader - please do not delete or mark task as completed but edit the task to mention completed and flick it over to the team leader to review.
When you have a planned leave i.e., Annual leave - to ensure that there are no delays or confusions in any tasks, always prepare a detailed email advising where each file is up to and what the present members need to do during their absence. Please ensure you keep your out of office template when on leaves to ensure clients are not waiting for your reply.