Notification Emails to the Authorized Representative

Based on triggers within the application, automated emails are sent to the Authorized Representative for the application. 

Application Emails 

<Financial Institution> Application - This is the initial email that is sent to the Authorized Representative to begin the application process and create a secure password.

<Financial Institution - Pending Invitation - This is the initial email that is sent to the Authorized Representative once a Pending Application is created to begin the application process.  Pending applications may require additional detail for application creation. Once supplied the formal application invite will be sent. 

<Financial Institution> Terms & Conditions and Disclosures - this email is triggered to the Authorized Representative, once they have agreed to the Terms & Conditions and any other disclosures to which they agreed.  Email will contain pdf copies of the disclosures for retention.

<Financial Institution> Application Reminder - This email is triggered to the Authorized Representative as a reminder to complete the application.  The email will be sent every 72 hours if they have not accessed the application or it is incomplete.

<Financial Institution> - Reset Your Password - This email is triggered to the Authorized Representative to reset their password because they chose the "Forgot Your Password" and entered their email address on login screen.

<Financial Institution> Application Submission Confirmation - This email is triggered to the Authorized Representative once they have submitted the application to the FI for review.

Share Emails

<Authorized Representative> has shared an Application to <Financial Institution> requiring your attention - This email is triggered when an Authorized Representative has shared an application to an Individual for completion. Email is sent to the Shared Individual email entered by the Authorized Representative.

 <Financial Institution> Card Share Alert - This email is triggered to the Authorized Representative once they have shared a Card with an Owner for completion.  Alerts Authorized Representative in case the action was not intended.

"Authorized Representative" has revoked your access to the "FI Name" application - This email is triggered to the Shared Individual when the Authorized Representative has Restored Access to the Application after Sharing a card.   

<Individual Applicant> has completed the Requested Information for <Financial Institution> - This email is triggered to the Authorized Representative, alerting them that the Shared Card was completed.

Additional Detail Required

<Financial Institution> Application Update Alert - This email is triggered to the Authorized Representative when the Financial Institution has added comments or requests to the application. 

Application Disposition

<Financial Institution> Application Approved - This email is triggered to the Authorized Representative when the Financial Institution User has Approved the application.

 <Financial Institution> Application Review Complete - This email is triggered to the Authorized Representative when the Financial Institution has Closed the Application.

<Financial Institution> Application Expiration Warning - This email is triggered to the Authorized Representative if the application is going to be withdrawn due to no activity on the application.

<Financial Institution> Application Withdrawn - This email is triggered to the Authorized Representative when the Financial Institution User has Withdrawn the application.

 <Financial Institution> - Invitation Cancelled - This email is triggered to the Authorized Representative when a Pending Invitation is cancelled.