Insurance Task Reminder

Posted 12 days ago by José Gómez

J
José Gómez Admin

Available Date: Beta 9/20, Prod 10/18

 

How to turn on:

This feature will automatically be turned on for all customers on the dates listed above. The Insurance Task Reminder will only apply to customers that have Blend’s Homeowner’s Insurance (HOI) experience enabled. The reminder will not trigger for manually requested Homeowners Insurance Policy follow-ups.

 

Purpose of Update and Benefit:

This release includes a new email reminder sent to borrowers when their insurance task is pending. This new email is independent of any other follow-up reminders setup and sent to borrowers during the application process and is specific to providing proof of insurance.

 

New Behavior:

Upon submitting a mortgage application numerous follow-ups are generated for borrowers including a request to provide proof of insurance before their loan can close. The email notification will be sent to the borrower beginning the day after submission if they haven’t already completed the requested follow-up and will be sent twice at a 24 hour cadence pending completion. 

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