{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/21548c6009534a6c9bf03cec903af58a\" frameborder=\"0\" width=\"1982\" height=\"1486\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1486,"width":1982,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1486,"thumbnail_width":1982,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/21548c6009534a6c9bf03cec903af58a-7af086211a432201.gif","duration":409.072,"title":"BrokerPlus Explainer - The Tasks System","description":"This Loom provides an overview of BrokerPlus’s task system and how tasks work across deals and contacts. It explains that tasks can be viewed with details like description, category, assignee (for example Monique), status, priority, and due date, and that tasks may be auto-generated by the AI assistant for items such as closing date, condition coming due, and rate hold expiry. The video demonstrates task management options including changing due dates or snoozing tasks, tracking progress with a slider, adding notes and replies, and marking tasks as completed. It also covers bulk actions, creating new tasks, and using filters grouped by things like due date and category, including an overdue “catch-up” view."}