Mortgage brokers: keep due dates on business days
Mortgage brokers: keep due dates on business days
Mortgage brokers and ops staff set due dates on weekends, causing missed follow-ups and risking loan-closing timelines. It moves dates to the next business day so outreach happens on workdays.
Overview
Missed weekend follow-ups put loan closing timelines at risk and frustrate mortgage brokers. This workflow shifts weekend due dates to business days, notifies assignees, and records the change—helping operations maintain consistent handoffs; teams report fewer scheduling errors and faster handoffs.
Notable Features
- Shift weekend due dates to business days
- Notify assigned brokers and ops staff
- Log adjusted dates to loan record