Automated follow up reminders

You can now automatically send reminder emails to applicants with outstanding requests for information. This means that you can request information from customers without having to manually track applications’ statuses, outstanding actions, and contact information.

You can configure universal settings for all incomplete requests to automatically send up to 3 reminders and set day intervals between them.

Getting started

To find out more about how to use follow up reminders, please visit our new help page.

To enable this feature in your account, our team can help set up follow up reminders for you. If you’d like us to set this up for you, just get in touch and let us know:

  • The number of reminders to send (maximum of 3)
  • The number of days between reminders
  • Your preferred email subject
  • The email message to display to your customer

If you've upgraded to the new policy versioning, you'll be able to access the settings in your institution in the Policy Builder.