​

Step One: From inside the loan click on Conditions.

Step Two: Under the Due Dates heading, click the No Due Date box that corresponds to the condition you want to add a due date to.

Step Three: A box will pop up after clicking the chosen No Due Date

box. Click on the box with the calendar symbol.
​Step Four: From the calendar select your chosen due date.

Step Five: Check the Apply Due Date to all Conditions box.

Step Six: Click on the clock symbol to set a time for the condition to be due. Click Save and Done.

Step Seven: After you click Done, you can see the due date is now set for your conditions.

Step Eight: Now it's time to select who these conditions will be sent to. Click on the Edit button/pencil. This will open a pop-up box.

Step Nine: The box that pops up has a list of appropriate people on the transaction. In order to assign the condition to someone in particular, simply toggle the button on.

Step Ten: If you're using Due Dates we recommend you use them consistently alongside our Reminders. In order to set a reminder, click on Edit Reminders, a box will pop up.

Step Eleven: Inside of the box, find where it says Send a reminder to my customer every # Days click the dropdown menu and enter how often you would like to remind your customer of the conditions that are due.

Step Twelve: Click the next dropdown menu where the box says Continue to send these reminders until... Choose whether you would like to continue sending reminders until all conditions are due or until all conditions are accepted. We recommend using the all conditions are due option because it works best with our Due Date feature. Click Done.

Step Thirteen: Make sure to toggle your reminders On.