Sending an Invite Follow-Up

Do you need to request additional documents from a client after you've already sent an invite? Follow this guide to learn how to accomplish that.

Why Use a Follow-Up?

If you require more documents after sending an invite, there’s no need to issue a new one. Instead, use the Invite Follow-Up feature to add new requests to the existing invite. This allows your client to continue submitting documents through the same invite, streamlining the process.

How to Send a Follow-Up

1. Click the Invite Management button to open your invite list.

2. Select the invite you'd like to follow up on.

3. Click Invite Actions, then choose Create Follow-Up.
   

4. Add a name for the Follow-Up.

5. Choose to:

   • Add requests from a template, or

   • Create a new request from scratch.
     

6. When you're ready, click Send Follow-Up.

    

That’s it! Your client will receive a notification to access the invite again and complete the new request(s).

Enhanced SMS Capabilities

Follow-Up communications now support expanded SMS options to increase response rates:

• Reminder SMS: Not just for initial invites — reminders now support SMS.

• Due Today SMS: Automatic SMS sent for requests due today.

• Overdue SMS: Alerts sent via SMS for overdue submissions.

• Portal Link Upgrade: When using "Send Portal Link", both email and SMS are sent simultaneously.

Communication Best Practices

• Combine email and SMS for time-sensitive follow-ups.

• Tailor follow-up delivery based on your borrower’s preferred communication method.

• This dual channel approach improves visibility and boosts completion rates.

Assign Specific Contacts to Requests 

Based on user feedback, you can now assign individual document requests to specific contacts during a follow-up. This enhances privacy and control, particularly for sensitive or regulated information.

🛠️ How to Assign Contacts in a Follow-Up

1. Create a Follow-Up as usual.

2. In the follow-up interface, you’ll see the Assign Contact option next to each request.

3. Select the contact who should receive that request.

4. Repeat as needed — you can assign:

   • Multiple requests to one contact

   • Different requests to multiple contacts

🔐 What Your Client Sees

Each contact will:

• Only see and respond to the requests assigned to them

• Not have visibility into requests meant for other contacts

🎯 Benefits of Contact Assignment

• Enhanced Privacy: Restrict access to sensitive documents

• Improved Workflow Control: Delegate requests appropriately

• Compliance Support: Meet regulations requiring specific individuals to submit specific documentation

• Reduced Confusion: Contacts only see what’s relevant, improving accuracy and turnaround