Does anyone have any experience building out a Monday board for a mortgage company?
I am looking to build out a board that will show the different tasks needed for team members, the dates they were completed, and show the progress of the loan as each milestone is completed.
We are looking for something super simple. We have access to great technology but some of it has a learning curve. We are trying to cut down on communication clutter. We are looking for something where a team of three can go in and make sure everyone is doing there jobs.