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Set business-day due dates for mortgage client tasks

Set business-day due dates for mortgage client tasks

Your client follow-up dates sometimes fall on weekends, leaving brokers unable to act when offices are closed. It shifts due dates to the next business day so tasks are actionable same day.

Set business-day due dates for mortgage client tasks

Overview

When follow-up dates fall on weekends, brokers and assistants can’t act and client momentum stalls; this solution adjusts any offset-based due date to the next weekday. That keeps tasks actionable and outreach on schedule the same day.

Set business-day due dates for mortgage client tasks