Protect mortgage deadlines from weekend due date slips

Mortgage agents see due dates fall on weekends, leading to missed follow-ups. Shift weekend deadlines to the next business day so agents act on weekday tasks.

Overview

Weekend due dates cause missed follow-ups and stalled closings, putting client relationships at risk. Rerouting weekend deadlines to the next business day ensures mortgage agents act on weekday tasks — agents report fewer missed follow-ups and smoother handoffs.

Notable Features

Shift weekend due dates forward
Update task due date fields
Notify mortgage agents of changes