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Account Notices & Notes Alerts

Updated 3 months ago by Cole

General

The account notices & notes alerts are designed as a click through message that appears when a loan is opened. These are sometimes referred to as tickler notifications. These notifications can be set up in two ways: either directly as a rule-based notice, or as a loan-specific notice.

Creating a Rule-Based Notice

Rule-based notices are shown when a loan qualifies for the rule. To create a rule-based notice, navigate to Settings > Loan > Alerts > Account Note Alerts inside your LoanPro account.

To add a new rule-based notice, click .

Enter a Title for the notice in the "Title" field. You have the option to have the alert display in LoanPro and also on the Customer Facing Website. Click "Display in Application" to have the alert display in LoanPro, and "Display in Customer Website" for it to be visible to customers that log into the customer facing website.

To enter the rule that will determine when this alert is shown click Empty.

Enter your rule and click  .

Enter the message for this notice in the "Custom Message" field. You can use the formatting tools to help format the message. Once you are satisfied with the message, click  . The message will now be show when loans that qualify for the notice rule are opened.

Note: If you select to display the note on the customer facing website, it will display as a popup message when the user opens the account for which the note has been triggered. As shown in the following image.

Creating a Loan-Specific Notice

You may want to enter a notice that only appears on a specific loan. This is done by entering a note on the loan, but changing a few things. Navigate to Servicing > Notes/Alerts > Notes inside the loan.

To add a new loan-specific notice, click  and choose New Note.

Enter a title and the content of the note as usual. The content of the note will be displayed as the notice. Choose a type of "Notice" from the "Type" drop-down menu. Doing this will reveal the "Notice Expiration Date" field. Enter the date on which this notice should expire. Once you have entered the information, click  .

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