We use cookies to try and give you a better experience in Freshdesk.
You can learn more about what kind of cookies we use, why, and how from our Privacy policy. If you hate cookies, or are just on a diet, you can disable them altogether too. Just note that the Freshdesk service is pretty big on some cookies (we love the choco-chip ones), and some portions of Freshdesk may not work properly if you disable cookies.
We’ll also assume you agree to the way we use cookies and are ok with it as described in our Privacy policy, unless you choose to disable them altogether through your browser.
Date Available: Available now in beta and production
Which customers are impacted?: Any customer who uses Blend’s automated follow-ups in the Lending platform may opt in to this feature.
Required?: No, opt-in.
How to turn on: This will not be automatically enabled for our customers. If you’d like to take advantage of this functionality, please email support@blend.com.
Purpose of Update and Benefit:
Automated follow-ups are created by Blend automatically if certain conditions are met for a submitted loan, or if a lender has included follow-ups in their application template. For example, if the borrower manually adds income and employment in the loan, Blend can automatically add follow-up tasks to the loan that request W2 and Paystubs. By default, reminder emails are not sent to borrowers when automated follow-ups are added to loans. With this update, reminder emails will be triggered by the presence of outstanding automated follow-ups.
Current Behavior:
Reminder emails are not sent for automated follow-ups.
New Behavior:
Reminder emails will be sent for outstanding follow-ups, even if they are automated follow-ups. The cadence that automated follow-up reminders are sent will mirror the behavior that is configured for email reminders.
0 Votes
0 Comments
Login or Sign up to post a comment