Create staged client review dates from settlement record

Your settlement items lack scheduled follow-ups, causing advisors to miss post-settlement check-ins. You get review dates added to each record, enabling timely outreach ahead of review windows.

Overview

For a small advisory practice, missing post-settlement check-ins undermines client outcomes and compliance. Automating six- to thirty-six-month review dates ensures every mortgage adviser has scheduled touchpoints, so follow-ups happen reliably and ahead of review windows.