Notify borrowers when loan tasks complete for operations

Operations coordinators miss disbursement details when loans close, sparking borrower confusion and extra payment questions. Send templated emails with transfer password so borrowers have access.

Overview

When loan disbursements aren't communicated clearly, borrowers call operations and payouts stall. This workflow guarantees every completed loan sends a templated disbursement email with the transfer password, eliminating repetitive outreach and clarifying access. Operations teams report fewer inbound payment questions and smoother payout handoffs.

Notable Features

Send templated disbursement emails
Include transfer password in message
Alert operations on delivery failures