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 edit  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


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