| Date | How to Define | Based-On Date | Difference | Condition | Template | Workflow Name |
| Date 1 | 1 day after closing date | Closing Date | 1 Day After | Initiate Action Plan Checked | Thank You | Actions for Date 1 - Thank you |
| Date 2 | 30 days after closing date, if mortgage >=2 year | Closing Date | 30 Days After | Mortgage Term >= 24
Initiate Action Plan Checked | 30 Day Check In | Actions for Date 2 - 30 Days |
| Date 3 | 45 days after closing date, if mortgage >=2 year | Closing Date | 45 Days After | Mortgage Term >= 24
Initiate Action Plan Checked | 45 Days - Have You Thought About Insurance | Actions for Date 3 - 45 Days |
| Date 4 | 80 days after closing date, if mortgage >=2 year | Closing Date | 80 Days After | Mortgage Term >= 24
Initiate Action Plan Checked | 80 Days How Is Your Home | Actions for Date 4 - 80 Days |
| Date 5 | 180 days after closing date, if mortgage >=2 year | Closing Date | 180 Days After | Mortgage Term >= 24
Initiate Action Plan Checked | 180 Days Check In | Actions for Date 5 - 180 Days Check in |
| Date 6 | 1460 days before maturity date, if not within 365 days after closing | Maturity Date | 1460 Days Before | Date 6 >= Closing Date + 365
Initiate Action Plan Checked | 1 Year Check In | Actions for Date 6 - 1 Year Check In |
| Date 7 | 1375 days before maturity date, if not within 365 days after closing | Maturity Date | 1375 Days Before | Date 7 >= Closing Date + 365
Initiate Action Plan Checked | 450 Days Check In | Actions for Date 7 - 450 Days Check In |
| Date 8 | 1285 days before maturity date, if not within 365 days after closing | Maturity Date | 1285 Days Before | Date 8 >= Closing Date + 365
Initiate Action Plan Checked | 540 Days In | Actions for Date 8 - 540 Days in |
| Date 9 | 1095 days before maturity date, if not within 365 days after closing | Maturity Date | 1095 Days Before | Date 9 >= Closing Date + 365
Initiate Action Plan Checked | 2 Year Check In | Actions for Date 9 - 2 Year Check In |
| Date 10 | 1025 days before maturity date, if not within 365 days after closing | Maturity Date | 1025 Days Before | Date 10 >= Closing Date + 365
Initiate Action Plan Checked | 800 Days Thinking About A Change | Actions for Date 10 - 800 Days Thinking Change |
| Date 11 | 925 days before maturity date, if not within 365 days after closing | Maturity Date | 925 Days Before | Date 11 >= Closing Date + 365
Initiate Action Plan Checked | 900 Days Don't Sign | Actions for Date 11 - 900 Days Don't Sign |
| Date 12 | 730 days before maturity date, if not within 365 days after closing | Maturity Date | 730 Days Before | Date 12 >= Closing Date + 365
Initiate Action Plan Checked | 3 Year Check In | Actions for Date 12 - 3 Year Check In |
| Date 13 | 675 days before maturity date, if not within 365 days after closing | Maturity Date | 675 Days Before | Date 13 >= Closing Date + 365
Initiate Action Plan Checked | 1150 Days After - Check In | Actions for Date 13 - 1150 Days After Check In |
| Date 14 | 625 days before maturity date, if not within 365 days after closing | Maturity Date | 625 Days Before | Date 14 >= Closing Date + 365
Initiate Action Plan Checked | 1200 Days After - Rental Property | Actions for Date 14 - 1200 Days After Rental Property |
| Date 15 | 475 days before maturity date, if not within 365 days after closing | Maturity Date | 475 Days Before | Date 15 >= Closing Date + 365
Initiate Action Plan Checked | 1350 - Don't Sign That Renewal | Actions for Date 15 - 1350 - Don't Sign that Renewal |
| Date 16 | 365 days before maturity date | Maturity Date | 365 Days Before | Mortgage Term >= 24
Initiate Action Plan Checked | 4 Year Check In | Actions for Date 16 - 4 Year Check In |
| Date 17 | 210 days before maturity date | Maturity Date | 210 Days Before | Initiate Action Plan Checked | 7 Months Until Renewal | Actions for Date 17 - 7 Months until renewal |
| Date 18 | 150 days before maturity date | Maturity Date | 150 Days Before | Initiate Action Plan Checked | 5 Months Until Renewal | Actions for Date 18 - 5 Months until renewal |
| Date 19 | 90 days before maturity date | Maturity Date | 90 Days Before | Initiate Action Plan Checked | 3 Months Until Renewal | Actions for Date 19 - 3 Months until renewal |