Create end-date triage task for expiring advances and LOC accounts

Your LOC and loan advances can reach configured end dates without a follow-up task, leaving coordinators unsure about balloon or future‑term checks. Create priority triage tasks automatically so coordinators get context and act before funding deadlines same day.

Create end-date triage task for expiring advances and LOC accounts

Overview

Create end-date triage task for expiring advances and LOC accounts