---
title: Send or Follow Up on a Customer Consent
description: Send or Follow Up on a Customer Consent
---
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28 August 2025
# 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.
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