Prevent stalled onboarding when ACH accounts are connected

Onboarding coordinators see ACH-linked applicants missing bank statements, causing application queues to stall. Automated reminders nudge uploads so onboarding completes reviews faster.

Overview

Missing bank statements leave onboarding teams with stalled applications and growing review backlogs. A staged reminder and escalation flow nudges ACH-linked applicants to upload statements, so onboarding completes reviews faster and teams report fewer pending files.

Notable Features

Send staged reminders to applicants
Verify bank connection and statements
Escalate stalled apps to onboarding