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 disable borrower deadline notifications.
How to Use
From your loan pipeline, locate the borrower's loan flow you wish to suspend deadline notifications for and select the Edit Loan Flow icon:
Once the Edit Loan Flow window displays, scroll down to the Borrower Info section.
Notice that the Deadline Reminders checkboxes for both the borrower and co-borrower are selected. Click the checkbox to unselect the deadline reminders, and the reminder emails and texts will stop being sent to that user. Make sure you scroll down and select Save to confirm the changes:
Note: The borrower and co-borrower can be opted out individually.
Is there a way to have reminders unchecked as the default?
Please sign in to leave a comment.