Tickler Management
Moved to Portfolio Management
Track loan follow-ups, compliance deadlines, documentation requirements, and all portfolio-related ticklers — now consolidated under Portfolio Management.
Go to TicklersLending Calendar
Moved to Performance Dashboard
View loan closing dates, tickler due dates, annual review schedules, and team events — all in the Team Calendar widget on the main dashboard.
Go to Dashboard CalendarNote: Tickler Management has been consolidated into Portfolio Management → Ticklers for a unified servicing view. The Lending Calendar now lives on the Performance Dashboard where it combines loan closings, tickler deadlines, annual reviews, and team events.