Communication Enrollment By Status

General

The communication enrollment by status lets you decide which communication methods will be active according to loan status. Remember that automated messages are only sent to customers who are linked to loans. When those loans are in specific statuses, you may want to turn On or Off different types of communication.

How To

Communication enrollment can be found in Settings > Defaults > New Customer > Enrollment By Loan Status.

Here you will see a table showing all of your loan statuses and sub-statuses. Each listing has a toggle switch for Email Enrollment, Web Access, and SMS Enrollment. Set the toggle switches to either On or Off to specify whether the customer should receive emails, have access to the customer website, or receive SMS text messages from LoanPro while his or her loans are in the specific loan status and sub-status. Your selections will be saved automatically.


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