Loan team members can set the timing and total number of email reminders sent to borrowers for incomplete applications, incomplete follow-ups, and incomplete disclosure packages. They can also set a different frequency or disable automatic reminders for each reminder type.
- Role permissions required for Email Reminders
- Email reminder settings
- Types of configurable email reminders
- Frequently asked questions about email cadence
Role permissions required for Email Reminders
Access to Email Reminders requires the Edit reminder preferences permission set to Always.
Note: Blend Support does not manage roles and permissions. Please reach out to your Blend Administrator if you need to make any changes to your user account.
Email reminder settings
To configure an email reminder cadence navigate to Your settings > Account > Email Reminders.
Choose how often reminders are sent using the radio buttons. Enter the total number of reminders in the Number of reminders field. You can set up to 10 email reminders and set reminders up to 96 hours apart.
If you choose to notify borrowers directly outside of Blend, choose the Never, only manual reminders option. The initial emails when follow-ups are requested or disclosures are issued will be sent out from Blend, but email reminders will not be sent.
To reset reminder settings to default click Reset defaults at the bottom of the page. The default email reminder settings are 3 reminders, 48 hours apart.
When you're done making changes click Save Changes.
These settings are configured at the user level and will apply to loans where the user is assigned as the Loan Originator.
If the loan is assigned to a different Loan Originator, the email reminder cadence will immediately follow the cadence of the new assignee.
Note: Turning off notifications for all borrowers in the follow-ups tab overrides the configured email cadence for follow-ups for that loan.
Types of configurable email reminders
Incomplete application emails - Controls how often your borrowers are reminded to complete their application.
Follow-up email cadence - Controls how often your borrowers are reminded of incomplete follow-ups.
Disclosures package emails - Controls how often your borrowers are reminded to complete their disclosures.
Frequently asked questions about email reminder settings
Can this feature be configured at a global level?
Not at this time. Email cadence is configured at the user level and will apply to loans where the user is assigned as the Loan Originator. If the loan is assigned to a different Loan Originator, the email reminder cadence will immediately follow the email reminder settings of the new assignee.
If the Edit email reminders role permission is turned off for a user, will the personalized email reminder settings remain in effect?
Yes. The loan will retain the email reminder settings of the user assigned as the loan originator before the role permission is disabled. Blend administrators may want to ask users to reset their email settings to default before turning off the role permission.