The Intro XL system can automate text messages and emails (Admin > Notification Maint) for the following scenarios, like payment reminders and more. Please note, this works for our online lending solution only at this time.  Please submit a support ticket to set this up.

Notification Types:

• Scheduled Payment – for payment reminders.
• NSF – when a payment is returned.
• Dormant – send marketing texts to borrowers who are paid in full.
• Past Due – for collections.
• Internet Loan – notification for an esign that’s created from a borrower (not a lead).
• Internet Loan Confirmation – for a booked loan.
• Pending Lead – sends out an email or text at 3:30pm the day the lead is approved.
• Pending Lead Yesterday – sends out an email or text at 11am the following day to open leads.
• Deny Lead – for adverse action letters to get sent.  This is triggered when you Deny a lead in the leads page.

Additionally, you can exclude account under specific status from receiving emails and text messages.  For example, if someone is filing for Bankruptcy, you can remove them from all account related notifications.  This setting is in your Admin > Store Settings > Assign to List.