"Remind" Borrower of Tasks

Description:

Borrowers can be reminded of incomplete tasks through both push and email notifications.

Steps to resolve:

The "remind" notification is only a PUSH notification.

To send an email, especially for a disclosure task, you will need to send a reminder using the other options described below. 

Remind:

1. This push notification is only for signing tasks.
2. From the Loan overview page, select tasks, incomplete.
3. Hit the remind button for that esign task.
   
4. Optional text can be filled in.
   
5. This is a "push" notification.
6. Borrowers can turn off push notifications, preventing this reminder from being received. This is controlled on borrower's phone app settings. 

Email notification:

1. From the Loan overview page, select tasks, incomplete.
2. Select "send reminder".
3. This will send an Email notification to the borrower.
   
   
4. A preview of the email to the borrower will show. Optional text can be filled in.
   
5. For a disclosure, you can also send email notifications from the package tracker.
   
6. Under the "notification logs" section select "resend notifications". This will remind all users with a remaining task in this package.
   
7. To send an email to a single person on a disclosure, use the "task recipients" area.