BankProspector - Reminders

Reminders

Reminders help you stay on top of your follow-ups. Set a reminder for any bank, and it’ll show up on your Dashboard when it’s due.

Creating a Reminder

You can create reminders from a bank’s Overview tab (the Reminders card at the top) or from My Work > Reminders in the sidebar. Give your reminder a title, pick a due date, and save it.

Managing Reminders

Your Dashboard’s Quick Actions section shows pending reminders with their due dates. Overdue reminders are highlighted so they’re hard to miss. You can view, edit, and dismiss reminders from My Work > Reminders.

Exporting Reminders

Like most data in BankProspector, reminders can be exported to CSV. This is useful if you want to pull your follow-up list into a spreadsheet or another tool.

💡 Tip: Most deals in this business are won through persistence and follow-up. Set a reminder after every conversation so no bank falls through the cracks.