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.

Note: The Indio Technologies platform is most optimized on the browsers such as Google Chrome or Firefox. If you use Internet Explorer there may be limited functionality as a result.

Did this answer your question?