Overview
Notifications under Company Settings allow administrators to configure the default notifications for all new loans and team members. These notifications inform users (borrowers and admins) about key events in the system. Notifications can be sent via Email, System Notifications, or both. Users can customize the content and language of each notification and add predefined merge tags for dynamic content.
Notification Categories and Recipients
Below is the breakdown of the notifications, their purposes, and who receives them:
Budgets
Notification | Purpose | Recipient |
Budget Approved | Notifies the borrower that a budget has been approved. | Borrower |
Budget Rejected | Notifies the borrower that a budget has been rejected. | Borrower |
Budget Submitted | A budget has been submitted for review. | Admin |
Documents
Notification | Purpose | Recipient |
Document Rejected | Notifies that a document has been rejected. | Borrower |
Document Requested | Alerts that a document has been requested. | Borrower |
Document Shared | Notifies that a document has been shared with someone. | Borrower |
Document Uploaded | Notifies that a document has been successfully uploaded. | Admin |
Draw Requests
Notification | Purpose | Recipient |
Draw Approved | Notifies that a draw request has been approved. | Borrower |
Draw Rejected | Notifies that a draw request has been rejected. | Borrower |
Draw Released | Informs that funds have been released for a draw request. | Borrower |
Draw Rollback | Notifies that a draw was rolled back. | Borrower |
Draw Submitted | Confirms that a draw request has been submitted. | Admin |
E-Signature
Notification | Purpose | Recipient |
Document was Recalled | Notifies signers that the document has been recalled. | Signers |
Signing Complete (Admin) | Alerts admins that document signing is complete. | Admin |
Signing Complete (Signers) | Notifies all signers that the document has been signed. | Signers |
Signing was Declined | Alerts that a signer declined to sign a document. | Admin |
Thanks for Signing | Sends a thank you message to signers for completing their tasks. | Signers |
Time to Sign | Alerts signers that it’s their turn to sign a document. | Signers |
General
Notification | Purpose | Recipient |
Email Bounced | Alerts that an email to a borrower or investor bounced. | Admin |
Insurance Expiring | Notifies that insurance is about to expire on a loan. | Admin |
Loan Share Accepted | Confirms that a shared loan has been accepted. | Admin |
Loan Share Rejected | Notifies that a shared loan was rejected. | Admin |
Loan Shared | Alerts that a loan has been shared. | Admin |
New Comment | Notifies that a new comment has been made and tagged. | Admin |
New Sign-up | Alerts admins about a new borrower or investor sign-up. | Admin |
Send Term Sheet | Notifies that a term sheet has been sent. | Borrower |
Offerings
Notification | Purpose | Recipient |
New Investment in Offering | Notifies admins about a new investment in an offering. | Admin |
Origination
Notification | Purpose | Recipient |
Application Received (Admin) | Alerts admins that a new loan application was received. | Admin |
Application Received (Borrower) | Confirms to borrowers that their application was received. | Borrower |
Application Underwriting | Notifies that the application is in underwriting. | Borrower |
Loan Approved | Confirms that a loan application has been approved. | Borrower |
Loan Funded | Alerts that the loan has been funded. | Borrower |
Loan Processing | Informs that the loan is currently in processing. | Borrower |
Payments
Notification | Purpose | Recipient |
Payment Due | Notifies borrowers about their upcoming payment. | Borrower |
Payment Returned | Alerts that a payment has been returned by the bank. | Admin |
Payment Warning | Informs the admin of successful payment collection, but with a bank warning. | Admin |
Notification Configuration
Accessing Notifications:
Go to Company Settings > Notifications.
Notifications are grouped into categories: Budgets, Documents, Draw Requests, E-Signature, General, Offerings, Origination, and Payments.
Editing Notifications:
Click on the "⋯" menu next to any notification.
Select Edit to open the configuration panel.
Customize the notification language and content using merge tags for dynamic data insertion.
Setting Delivery Method:
Options include:
Email & Notification (default)
Email Only
Notification Only
Adjust this via the dropdown menu next to each notification.
Enabling/Disabling Notifications:
Toggle the Enabled switch on or off to activate/deactivate specific notifications.
Key Notes
Borrower Notifications: Designed for borrower-facing communication, such as payment reminders, loan approvals, or document requests.
Admin Notifications: Focused on internal team members to track loan progress, tasks, and document changes.
Customizability: You can tailor the language, content, and delivery method for each notification.
To learn more about modifying notifications for one specific loan, including borrower and admin alerts, visit our Loan Notification Settings article for detailed steps and options.