Is the home and mortgage protection case template free?

Yes. Copy it as a checklist or print it, with no sign-up. Using it inside ActivityTracker, with the dates filled in, needs an account.

How do the dates work?

Each task has a day counted from the start: Day 1, Day 3 and so on. In ActivityTracker you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.

Can I change it after I add it?

Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.

What if the project I need isn't here?

Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.

Project template for financial advisors

Home and mortgage protection case template with every task dated from the day you start

A new home: the loan, the mortgage cover, the home contents, and the timing that matters.

3 sections
10 tasks
Opens as a list
Dated from day 1

Home protection: [client]

Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.

Facts

Completion date and loan detailsDay 1HighCompletion date: . Loan amount and tenure: . Bank: .
Ask for the loan letter and the option to purchaseDay 1
Check existing cover against the new loanDay 3

Recommendation

Quote the mortgage cover optionsDay 5
Quote home contents and fire coverDay 5
Recommendation meetingDay 7, 19:00

Implementation

Applications submitted before completionDay 10Urgent
Confirm cover starts on completion dayDay 21High
Delivery and a housewarming messageDay 36
Review the rest of their cover now the loan is inDay 61

About this template

A client buying a home has a deadline you did not set. This project fits the protection work around it: the mortgage-reducing cover, the home contents, and the review of everything else that a bigger loan changes.

Tips from the template

Put the completion date in the first task and work backwards.
Get the loan letter early; the cover amount comes from it.
Check whether the existing cover already carries the loan before you quote.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Home and mortgage protection case and open it. You see every section and task before anything is added.
3Pick the day you start, or the day it has to be done by. Every date moves with it.
4Press Use template. Rename the project, then work down the list.

Already use ActivityTracker? Open this template in the app

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Questions

Run it with the dates filled in.

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