Event Based Notifications – Email
General
LoanPro lets you set up email notifications when specific events occur in your customer accounts. These notifications are designed to keep you in contact with your customers and to keep you apprised of events that affect their accounts.
How To
To edit an event-based email notification, navigate to Settings > Company > Notifications > Event Based Notifications within your company account.
To edit the notifications for any event, click the edit icon to the right of the event listing.
The top section of options lets you choose the basic information for the email. The options are:
- Email Status – Choose whether this email should be active or not. If this action is set to Off, the email will not be sent out.
- Email Subject – The subject of the email.
- Deliver To – Who should receive this email. You can choose to have customers, agent users, or both receive this email when it gets sent out.
- From Address – This drop-down contains the list of verified email addresses for your company. It will be defaulted to "Company Primary Email", which means that these notifications can start to work as soon as a primary email address is verified for your company. Choose the email address that this email should be coming from.
The middle section lets you choose to restrict which accounts will execute the delivery of this email notification. The restriction options include:
- Loan Status – Restrict this notification to loans of a specific status or sub status.
- E-Billing – Restrict this notification to loans with a specific e-billing selection.
- Source Company – Restrict this notification to loans assigned to a specific source company.
- Loan Aging – Restrict this notification to loans of a specific age.
- Days Past Due – Restrict this notification to loans that are a specific number of days past due.
- Amount Past Due – Restrict this notification to loans that are a specific amount past due.
- Human Activity – Restrict this notification to loans that have had human activity within a specific number of days.
- Loan Recency – Restrict this notification to loans on which no payment has been logged for a specific number of days.
- Portfolios – Restrict this notification to loans that are in specific portfolios or sub portfolios.
The bottom section is where you will enter the body of the email that will be sent. You can use the tools provided to format the email text. These options include: Text Color, Highlight Color, Bold, Italics, Underline, Bullets, Numbers, Undo, Redo, Font, Font Size, and HTML View. For more information on the editor options see: Custom Forms Editor Options.
You can also use LoanPro’s variables. These variables will merge account and customer information into the email message so it the information in it will be specific to the recipient. To use the variables, click Help Variables.
Use the search field to search for the variable you want to use. Click the variable to view the options for that variable. Click the hyperlink variable to insert it into your email.
The variable is placed where your cursor is in the editor, so make sure the cursor is placed where you would like the variable.
Once you have entered all the information for the email notification, click Save to save it. You are done! Depending on your selections, this email will now be automatically sent to your customers and can be sent to your agent users. You can choose which agent users will receive it in Users > Agent Users > Internal Notifications > Events.
Default Messages
LoanPro contains default messages for each of the event-based email notifications. Here is the important information for each of these notifications. To see the actual messages and how they are formatted, navigate to Settings > Company > Notifications > Event Based Notifications.
|
Notification Name |
Purpose |
Subject |
Deliver To |
From Address |
From Title |
Restrictions |
|
Insurance Updated |
To inform the borrower that their insurance information has been updated |
Your Insurance Info Has Been Updated |
Customer & Agent |
[Primary Company Email] |
[Company Name] |
None |
|
AutoPay Failed |
To notify the borrower that an automatic payment failed on their account |
An Automatic Payment Failed on Your Account |
Customer & Agent |
Primary Company Email |
[Company Name] |
None |
|
AutoPay Scheduled/Created |
The notify the borrower that an automatic payment was scheduled on their account |
AutoPay Created |
Customer & Agent |
Primary Company Email |
[Company Name] |
None |
|
Loan Settings Updated |
To notify the borrower that the loan settings on their account were updated |
Loan Settings Updated for Loan # [Loan ID] |
Customer & Agent |
Primary Company Email |
[Company Name] |
None |
|
Loan Promise Created |
To notify the borrower that a promise was created on their account |
Promise Created |
Customer |
Primary Company Email |
[Company Name] |
None |
|
Loan Collateral Updated |
To notify the borrower that the loan collateral was updated on their account |
Collateral Updated For Loan # [Loan ID] |
Customer & Agent |
Primary Company Email |
[Company Name] |
None |
|
Document Attached to Account |
To notify the borrower that a document was attached to their account |
A Document has been Added Account # [Loan ID] |
Customer & Agent |
Primary Company Email |
[Company Name] |
None |
|
Advancement Posted to Account |
To notify the borrower that an advancement was posted on their account |
New Advancement Issued |
Customer & Agent |
Primary Company Email |
[Company Name] |
None |
|
Credit Posted to Account |
To notify the borrower that a credit was posted on their account |
New Credit Posted |
Customer |
Primary Company Email |
[Company Name] |
None |
|
Past Due Adjustment Posted to Account |
To notify the borrower that a past-due adjustment was posted on their account |
Past Due Adjustment Made |
Customer |
Primary Company Email |
[Company Name] |
None |
|
Change Due Date Posted to Account |
To notify the borrower that a payment due date was changed on their account |
Payment Due Date Changed |
Customer |
Primary Company Email |
[Company Name] |
None |
|
Funding Transaction Posted to Account |
To notify the borrower that their loan has been funded |
Account Funded |
Customer |
Primary Company Email |
[Company Name] |
None |
|
Payment Posted to Account |
To notify the borrower that a payment was posted on their account |
[Customer Name] Payment on Loan [Loan ID] for $[Payment Amount] |
Customer & Agent |
Primary Company Email |
[Company Name] |
None |
|
Payment Reversed |
To notify the borrower that a payment was reversed on their account |
Payment Reversed |
Customer & Agent |
Primary Company Email |
[Company Name] |
None |
|
Loan Charge Posted |
To notify the borrower that a charge was assessed on their account |
A Fee Has Been Assessed On Loan Account [Loan ID] |
Customer |
Primary Company Email |
[Company Name] |
None |
|
Loan Charge Reversed |
To notify the borrower that a charge was reversed on their account |
A Fee Has Been Removed From Loan Account [Loan ID] |
Customer |
Primary Company Email |
[Company Name] |
None |
|
Archive Account |
To notify the borrower that their account was archived |
Account Archived |
Customer |
Primary Company Email |
[Company Name] |
None |
|
Delete Account |
To notify the agent that an account was deleted |
LOAN #[Loan ID] HAS BEEN DELETED |
Agent |
Primary Company Email |
[Company Name] |
None |
|
Account Created |
To give the borrower information about the lender and their loan |
Account [Loan ID] Created |
Agent |
Primary Company Email |
[Company Name] |
None |
|
Account Modified |
To notify the agent that a loan was modified |
Loan [Loan ID] Modified |
Agent |
Primary Company Email |
[Company Name] |
None |
|
Account Activated |
To notify the agent that an account was activated |
Loan [Loan ID] Activated |
Agent |
Primary Company Email |
[Company Name] |
None |
|
Customer Logs into Customer Website |
To notify the borrower that their online account was successfully logged into |
Online Access to Account [Loan ID] |
Customer & Agent |
Primary Company Email |
[Company Name] |
None |
|
Customer Created |
To notify the agent that a customer has been created in the company account |
Customer Created |
Agent |
Primary Company Email |
[Company Name] |
None |
|
Customer Updated |
To notify the borrower that their file in the company account was updated |
Customer Updated |
Customer & Agent |
Primary Company Email |
[Company Name] |
None |
|
Payment Profile Added |
To notify the borrower that a payment profile was added for their account |
New Payment Profile Added |
Customer & Agent |
Primary Company Email |
[Company Name] |
None |
|
Employer Updated |
To notify the borrower that their employer information was updated |
Employer Information Has Been Updated on Account #[Loan ID] |
Customer & Agent |
Primary Company Email |
[Company Name] |
None |
|
References Added |
To notify the borrower that references were added to their file |
New References Have Been Added For [Customer Name] |
Customer & Agent |
Primary Company Email |
[Company Name] |
None |
|
Agent User Created |
To notify employees of the company that a new user was created |
New User Created |
Agent |
Primary Company Email |
[Company Name] |
None |