❗️  Dealing with pesky unfinished loan applications? 

 ⏱️  Spending countless hours calling borrowers asking them to send Documents?

ARIVE's automated reminder emails and texts can help!

These can be set as a default for all loans and then editable in each loan file as needed. 

Setting the Defaults- 

Borrower Task Templates are available for Company admins to customize for all Team Members or Individual Users have option to customize for their individual needs. 

Select your Profile Picture, them choose Company Setting or Users settings as applicable to your Role. 

Select Email/SMS Templates and Scroll to Borrower Tasks 

There are two templates for Automated Reminder Emails and Texts, personalization of these templates is encouraged. 

 Check out how to Personalize Customizing Templates 

In connection to the Template is the ability to determine 

• When the borrower starts receiving the Reminder.
• How long the borrower will receive the reminders. 

Select the ⚙️ icon to adjust the Timing 

Don't worry as soon as the borrower completes the application or finishes the client needs tasks, the reminders will stop. 

Editing in a Loan File

In a Loan File reminder timing can be personalized. 

Go to Loan Center Tab- Select Actions Box 

In Notification and Reminder Setting adjust the Start Days and Duration Days

 Don't Forget to Save at the bottom right.