Target Date

The target date is the date you want a loan item or condition completed. When using the SmartList to bulk-add items and conditions, the Target date is automatically set for each new item or condition, based on the number of days you set in the SmartList for that item.

For example, in the SmartList, if you set ‘5’ for the number of days on ‘Get Photo IDs from Borrower’, the next time you add that item to a loan, it’s target date will be set 5 days from the date of loan creation. (Note: loan creation is the date you add to the queue and assign, not the registration date)