You may manage which notifications are active on each loan. This allows you to control the notifications the borrower will receive for a particular loan, such as payment reminders and status updates.
To access the notifications in a loan:
Open the loan details page for a loan in the pipeline or in servicing.
In the Loan details page, click ⋯ under the tabs section.
A dropdown displays.
From the dropdown, click Notifications.
The Notifications section displays.
Under the Notifications section, the following notifications can be activated or deactivated.
Budget Approved
Budget Rejected
Budget Submitted
New Comment
Loan Share Accepted
Loan Share Rejected
Loan Shared
Document Rejected
Document Requested
Document Shared
Document Uploaded
Draw Approved
Draw Rejected
Draw Released
Draw Submitted
Payment Due
Payment Returned
Payment Warning
Application Received (Admin)
Application Received (Borrower)
Loan Approved
Loan Funded
Loan Processing
Application Underwriting
You can enable or disable any notification. On every new loan the notification will include the notifications set at the account level.
Learn how to change the notification settings at the account level in the article:
For each notification type, select any of the following options as required.
Email and Notification
Email
Notification