Send a Password Reset Email to My Borrower

Overview

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 send a password reset email to your borrower.

 

How to Use

You the loan pipeline, locate the loan flow for the borrower that requires the Password Reset Email sent, then click on the Edit Loan Flow action icon:

 

 

 

 

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

 

 

Screen_Shot_2021-08-23_at_7.16.20_AM.png

 

 

Locate the Send Borrower a Notification section. Then locate the Password Reset Email action icon for the individual that the action will be performed for. It is the third icon on the left. Click the Password Reset 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.

 

 

Screen_Shot_2021-08-23_at_7.16.27_AM.png

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Please sign in to leave a comment.