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How Do I Set Reminders on a Loan Contract?

Learn how to set up reminders for actions like upcoming due dates directly on an individual loan contract.

Reminders can be set on a specific loan contract to notify participants about upcoming due dates or other important actions.

Setting a Contract Reminder

  1. Go to the Detail Tab of the loan contract and locate the Reminders section.

  2. Choose the date you want the reminder to trigger and select whether it applies to just one party or all contract participants.

Loan Contract Reminders

Add New Reminder to Loan Contract

Receiving Reminder Notifications
On the selected date, ZimpleMoney sends a notification to the recipient(s) you chose when setting up the reminder, helping keep due dates and other contract actions from being missed.