If you have an expiration date for the not cleared items you should be able to produce a report of expired dates. Further, the specific codes may help as well, X for tax statement, Y for insurance, etc. So you could access all loans with code X <today's date.
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AndyZ CRCM
My opinions are not necessarily my employers.
R+R-R=R+R
Rules and Regs minus Relationships equals Resentment and Rebellion. John Maxwell