Automatic Status Messages |
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Your loan app's borrower status tools include a status messaging system capable of delivering daily updates to your clients without extra work on your part. If you want to enable daily status updates for one of your clients.
- Hover your cursor over Loan Apps in the toolbar at the top and then click Configure Application in the toolbar that appears.
- Click the Borrower Status tab to see a current list of your status checkpoints.
- Click the Configure Daily Loan Status E-mails link to call up a list of all current applicants.
- In the screen that appears, set your preferred options for daily status
messages and click Save when finished. Options are:
- Uncheck each application for which you do not wish to send daily status notifications
- Uncheck the Enable automatic status notifications box to disable them entirely.
- If you wish to specify a cutoff for these notifications, check the Never send status for applications older than box and specify a timeframe for your loan management system to use as a cutoff for your status notifications.
- To customize the text in the status e-mails that are sent to your
client, click the View/Edit Status E-mail link.
For more information about customizing e-mail text, see the Status Checkpoints section.
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