Lendbox can automatically send WhatsApp, SMS, and email reminders to your borrowers for key loan events — keeping communication timely without manual effort. This guide shows you how to enable automated reminders, customize the message templates, and send a one-off reminder for a specific loan when you need to.
Part 1: Configure Automated Notifications
Step 1: Open the Notifications settings
In the left navigation panel, click Settings, then click the Notifications tab.
Step 2: Choose channels for each loan event
You can configure notifications for key loan events, including overdue alerts, status changes, and upcoming due dates. For each event type, click the Email, SMS, or WhatsApp button to enable or disable that channel.
Step 3: Customize the message templates
Click the Templates button to customize the content of the messages sent. For each notification channel, you can use one of the predefined templates or create your own custom message.
Step 4: Save your settings
Click Save Changes to confirm all the notification settings you have configured. Your reminders will now be sent to borrowers automatically.
Part 2: Send a Manual Reminder
You can also send a reminder for a specific loan at any time.
Step 5: Open the loan
In the left navigation panel, click the Loan Management tab, then click Loans. Select the specific loan you want to send a reminder for.
Step 6: Send the reminder
From the loan details page, you have three ways to reach the borrower directly. Click Send SMS Reminder, Send WhatsApp Reminder, or Send Email Reminder, and the notification goes out instantly.
A Note on Notification Credits
Notifications require purchasing notification credits from the billing page. Make sure you have credits available so your reminders can be sent.
Done
You have successfully configured automated WhatsApp, SMS, and email reminders for borrowers by customizing your notification settings and message templates. This setup ensures timely communication and helps you manage borrower interactions effectively.