Staying on top
Automatic reminders
How Rakolto chases missing documents, how often it writes, and when it stops.
We're still recording this video
The written guide below covers everything in the meantime.
How chasing works
While a loan has documents outstanding, Rakolto emails your borrower, and co-borrower if there is one, a reminder listing only what's still missing. When the loan hits its reminder limit, Rakolto stops and moves it to Needs attention on your dashboard.
Only active loans are chased: not complete, not archived and not paused.
Set the pace
Open Reminders from the sidebar. The Pace card has three settings:
- Chase automatically: on or off for all loans.
- How often: every 12 hours, once a day (the default), every 2 or 3 days, or once a week.
- How many at most: 0 to 10. The default is 4.
Emails you send by hand, such as a resend from the Loans list, don't count toward the limit.
Pause one loan
On the loan page, click Stop chasing, or use Pause reminders from the Loans list. Resume the same way. The loan page shows how many reminders have gone out and when the last one was sent.
Check what went out
The Reminders page lists every loan being chased, and a send history you can search by name or email and filter by sent or failed, automatic or manual. A failed send shows the reason the email provider gave.