Reminders
A favorite among our users, the Reminders module allows you to create reminder notes and assign them to specific users or all users in the system. These powerful reminders can be recurring, linked to loans, and ultimately triggered by events such as date, time, payments and payoffs.

Reminders Management Console

Use the reminders to alert you and others of loans in foreclosure, client call-backs, recurring events, appointments, follow ups, tasks that need attention or must be completed by a certain date, and more. You can define how often the reminder displays, and link them to borrower accounts so that if a user accesses the loan, the reminders are displayed within the file.

Loan File Showing Pending Reminders

You can also print a to-do list at any time for all or selected users. This is a great tool to start your day with.

Sample Reminders / To-Do List Report