Follow-Up Date

General

The follow-up date is a date LoanPro tracks, that helps your servicers know when they should follow up with a customer. This date is set in the loan settings, but can be automatically updated when your servicers log actions and results. There are some default rules that can be used to automatically set follow-up date.

Set Follow-Up Date

The follow-up date can be set in the header of a loan. Simply click the link in the header.

Enter the follow up date in the field provided and click .

You can also set the date in the loan settings by navigating to Loan Settings > Settings inside a loan.

Click .

Enter the follow-up date into the "Follow Up Date" field and click .

Using Follow-Up Dates

A follow-up date can be updated when an action and result are logged on an account. While creating an action with results, you will have the ability to choose how each result will affect the follow-up date. Do this by entering an integer that represents the number of days in the future the follow-up date should be pushed. If multiple results are logged, the follow-up date will be influenced by the result with the largest integer, meaning it will always be affected by the result that will push it the furthest into the future. For more information on creating actions and results, see the article here.

Follow-up dates are most often needed when deciding which loans need attention. Therefore, the Loan Manager and most reports are searchable by follow-up date. In the search options, follow-up date can be found in the "Activity" section.

To add a follow-up date as a column in a report, search the report and then click  to add or remove columns.

Make sure the Follow Up Date option is checked.


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