Payment follow-up
Keep the message, borrower reply and payment record together.
Follow up with context
Start with the amount due, the account and the latest communication. A reminder should reflect what the borrower has already told you.
Keep people in the loop
A disputed invoice, changed payment plan or unclear reply needs an owner. Agree on escalation rules before starting a live workflow.
Your servicing workflow
Keep collections connected to the payment record. Track replies, promised payment dates and receipts so your team knows what to do next.
Talk to the team.
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