If you check the box labeled "Send smart reminders to client" Indio will send automated reminders to your users via email. These reminders will be formatted differently depending on how far away the due date is.
Frequency and Tone of Reminder Emails
More than 2 months before the due date, reminders are sent with a "light touch" tone.
1-2 months before the due date, reminders are sent with a "light touch" tone.
7-30 days before the due date, reminders are sent with a "medium touch" tone.
Less than 7 days before the due date, reminders are sent with an "urgent" tone.
After the due date, reminders are sent with a "past deadline" tone.
The below table outlines the differences between the High, Moderate, and Low Frequency options.
Days from Due Date | Email Type Sent | High | Moderate | Low |
More than 60 Days | "Light Touch" Tone | Every 2 Weeks | Every 3 Weeks | Every 4 Weeks |
30-60 Days | "Light Touch" Tone | Every Week | Every Week | Every Week |
7-30 Days | "Medium Touch" Tone | Every 3 Days | Every Week | Every Week |
Less than 7 Days | "Urgent" Tone | Every Day | Every 3 Days | Every Week |
After Due Date | Past Deadline Tone | Every Day | Every 3 Days | Every Week |
Example Emails
Below are examples of the different emails sent. In this example Amy Sherald is the agent’s name and Kiki’s Flower Delivery is the client’s company name. Emails will include your brokerage’s logo and the agent’s email signature if enabled.
Example "Light Touch" Email
Example "Medium Touch" Email
Example "Urgent Touch" Email
Example "Past Deadline" Email
To start using this feature, visit Reminders Feature on Indio.
Still have questions? Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email support@useindio.com.
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