Set business-day due dates for client onboarding tasks
Set business-day due dates for client onboarding tasks
Your task due dates that fall on weekends delay client follow-up and can miss lender cutoffs. Processors get clear, same-day deadlines when dates shift to the next business day.
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Overview
Weekend due dates frequently cause missed lender windows and scramble your processors; this sub-workflow standardizes deadlines to business days. It returns clear, same-day-ready dates to downstream workflows within seconds so follow-ups and document collection stay on schedule.