Send a targeted reminder to a borrower from inside the loan, rather than composing an email yourself or waiting for an automated nudge.
Where to find it
The in-loan Tasks module.
How to send one
- Open the notifications panel from the Tasks module.
- Choose a notification template.
- Select which borrower or borrowers should receive it.
- Send.
Before sending, the panel names the recipient, the number of outstanding items, and the email address on file, so you can confirm it is going where you expect.
Reminder types
- Outstanding task reminders — nudge a borrower to complete pending items.
- Open disclosure reminders — prompt a borrower to review and sign a waiting disclosure package.
- Pending registration invites — resend portal access invitations that have not been accepted.
Additional templates can be added to the notification manager on request.
When to use it instead of contacting support
A borrower who has not acted on a task or an unaccepted invite usually needs a reminder, not a fix. Sending one from here is faster than opening a ticket and gives you a record that the nudge went out.