Communication Enrollment By Status

Introduction

Communication Enrollment by Status lets you decide which communication methods will be active according to loan status. When loans fall under specific statuses, you may want to turn specific types of communication on or off. However, it is important to remember that these automated messages are only sent to customers who are linked to loans.

Editing Communication Enrollment

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

Here, you will see a table that shows 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 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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