Resend Needs List Email to My Borrower


The loan pipeline is where you will manage all of your borrowers, including reviewing application and document data, making adjustments to the loan flow, and locating any additional information regarding the loan.


Among these options, you will have the option to resend the needs list email to your borrower if they need a gentle reminder to get started.


How to Use

In your loan pipeline, locate the loan flow for the borrower that requires the Needs List Email resent, then click on the Edit Loan Flow icon towards the right hand side:






Scroll down to the Borrower Info section of the edit loan flow window:






Locate the Send Borrower a Notification section. Then locate the Send Needs List Email action icon for the individual that the action will be performed for. It is the first icon on the left. Click the Send Needs List email action icon to initiate a new notification to the borrower:


If the loan flow has a borrower and co-borrower using different email addresses, both individuals will have their own action icon that is used to trigger the resend.






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