Update Loan Alert

General

Loan alerts are important messages that will always be accessible from the loan header and will be displayed prominently on the  Loan Summary tab inside a loan.  The purpose of the Loan Alert is to be a conspicuous reminder when servicing a loan, of important information for that loan.  There is only one Loan Alert at a time.

How To

To update a loan alert, navigate either to the Loan Summary tab or the Servicing > Notes/Alerts tab inside a loan. If you are on the Loan Summary tab, click NONE and enter the new alert in the field provided.

Once you’ve entered the new alert, click Save to save the alert. You are done!

If you are on the Notes/Alerts page, click the current alert, and enter the new alert in the field provided. Click Save to save your changes to the alert.


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