Officer workload dashboard

Capacity and bulk assignment command center

Compare assignment batches, projected owner capacity, SLA risk, and borrower communication before moving queues.

• Keep owners below 25 open applications unless a manager override is recorded.
• Move SLA-risk work before low-risk fresh applications.
• Do not bulk-move unresolved fraud escalations into a general approval lane.
• Queue a borrower-safe update when stale work changes owner.
• Balance value at risk across senior reviewers before moving high-exposure cases.

• Borrower-safe updates must be queued for affected applications.
• Unresolved fraud escalations must be excluded from bulk assignment.

Stale application remediation

Convert stale alerts into owner action, internal note, borrower-safe update, and follow-up timer.

• Internal note must explain stale handling.
• Borrower-safe copy must be approved before sending.
• Follow-up timer must be set so stale work does not age again.

Assignment planner

Prepare a safe bulk reassignment packet before moving work between officers.

• Value at risk must be estimated before reassignment.
• Target owner capacity check must be completed.
• SLA-risk or stale work requires a reassignment note.
• Queue a borrower-safe update before moving stale applications.
• Exclude unresolved fraud-escalation items from bulk reassignment.