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Create 15-day post-close follow-up tasks for loan owners

Create 15-day post-close follow-up tasks for loan owners

You miss loans that reach 15 days post-closing, leaving borrower outreach unassigned and notes incomplete. It creates tasks and notifies owners so follow-up happens within the 15-day window.

Create 15-day post-close follow-up tasks for loan owners

Overview

When post-close follow-ups slip, borrower outreach and servicing notes become inconsistent. This workflow automatically creates tasks and alerts owners every morning so loan coordinators complete outreach within the 15‑day window and keep a clear audit trail.

Create 15-day post-close follow-up tasks for loan owners