Account Notices & Notes Alerts
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.
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.
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.