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Send or Follow Up on a Customer Consent

Learn how to remind customers to complete their consent or send a new consent when required.

 

Overview

Consent is required for customers to share their loan information with Stryd. You can follow up if a customer has not completed their consent or issue a new consent when circumstances change. This helps keep loan applications accurate and compliant.

Steps

Send a Consent Follow-Up from the Customers List

  1. Go to Customers and click View Customers.

  2. Select one or more customers from the left-hand menu.

  3. Click Request Open Banking Consent.

  4. Choose either Follow-Up Consent Email or Follow-Up Consent SMS.

  • The selected customers will receive the reminder.

Send a Consent Follow-Up from a Customer Record

  1. Open a customer’s details page.

  2. Go to the Open Banking tab.

  3. Under the Actions column, select Send Follow-Up Email or Send Follow-Up SMS.

  • This sends a reminder just to that customer.

Send a New Consent

  1. From a customer record, click Request Consent.

  2. Confirm the people you are sending to.

  3. (Optional) Pre-select lenders.

  4. Choose the email template to use.

  5. Send the new consent.

When to Use / Common Scenarios

  • New loan account established: If the customer has refinanced or taken a new property loan, they must provide consent for the new account.

  • Customer withdrew consent by mistake: If a customer accidentally revokes consent but wishes to continue, send them a new consent link.

Outcome

  • Customers receive either a reminder or a fresh consent request.

  • Loan sharing remains up to date at the account level.

Troubleshooting / Tips

  • Consent applies at the loan account level. Each new account requires fresh consent.

  • If unsure which option to use, always start with a follow-up before sending a brand-new consent.

Related Articles

  • [How to View and Manage Customer Consents] (placeholder)

  • [Understanding Open Banking in Stryd] (placeholder)

Support

If you need help, contact support@stryd.au.

Quick Steps

  • Go to View Customers.

  • Select customers.

  • Click Request Open Banking Consent.

  • Choose follow-up by email or SMS.

  • From a customer record, open Open Banking tab.

  • Send follow-up email or SMS.

  • Click Request Consent to issue a new one.

  • Confirm recipients and template, then send.