"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. 

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 of all incomplete tasks on the loan or loan application.
   
    
4. A preview of the email to the borrower will show. An optional additional message can be sent with this email by filling out the 'Additional note' section in the email preview.
   

5. For sending out reminders on specific tasks, use the checkbox selection on each task and click on the 'Send reminder' button that then shows up for these tasks.

   

6. For a disclosure, you can also send email notifications from the side task menu when opening up a disclosure task for an individual.
   

   Published: 03/25/2024                                            Last Update: 03/16/2026