Mortgage Broker Daily Planner

Build a Day Around Fixed Commitments

Enter your working days and hours. Add client appointments and reserve a block that ends at each fixed lodgement deadline. The planner books those blocks first. It fits flexible tasks into the remaining gaps for each owner, starting with higher priorities and using the earlier deadline to break ties.

In the fictional Monday example, the broker works from 09:00 to 12:00. A client appointment occupies 09:30 to 10:30, and a lodgement block occupies 11:30 to 12:00. The 30-minute income evidence check fits before the appointment. A 45-minute lender call fits from 10:30 to 11:15. The remaining 15 minutes are too short for the 60-minute loan comparison.

Switch Between Daily and Weekly Views

Use Weekly to see the Monday-to-Sunday schedule for the selected date. Daily shows the blocks for that date. Both views use the same entries, so each task keeps its owner and deadline.

In the example, change the lender call’s planned date to Wednesday 3 March. The call moves to Wednesday and keeps its Thursday deadline. The assistant’s settlement confirmation stays on Thursday with its Friday deadline visible. Enter a planned start if a task needs a specific time.

Resolve Overbooked Time and Carry Work Forward

Review the unscheduled list before sending the plan to your team. Shorten a task if the work allows, move it to a day with room or assign it to someone with time. The planner keeps your work end time fixed and flags tasks that cannot fit before their deadline.

Mark finished tasks as completed. Choose a later date and select Carry unfinished work to plan the remaining tasks in the next day or week you choose. The original deadlines stay visible. Review overdue work with the task owner.

Edit the schedule directly to add handover notes. Download text file saves an editable copy, and Print or save PDF uses the same text. The export includes unscheduled, later and completed tasks.