Create Trigger-Based Notification

Introduction

LoanPro allows you to set up emails, SMS, system, and mail house notifications to be sent out when specific criteria is met on a customer's account. These notifications are designed to keep you and your customers up-to-date. Trigger-based notifications are sent when criteria is met via a Clojure rule. Users create a rule that looks for something specific, such as when when a loan payment becomes a day late, and the system sends out a notification.

In this article, we'll explain how to create a trigger-based notification and cover some common uses. Trigger-based notifications require at least some knowledge of writing Clojure rules, though; so we recommend taking a look at our Clojure 101 article if you're new to the topic.

General information regarding communicating with customers can be found in the Customer Communication Overview article.

Creating a Trigger-Based Notification

To create a new trigger-based notification, navigate to Settings > Company > Notifications > Trigger Based Notifications. To create the notification, click 'Add' in the top right corner.

Begin by providing a name and description for the new trigger-based notification. Next, you can create a trigger that will cause the notification to be sent. Click 'Empty' to create a new rule; clicking this text will display the Formula Editor window where you can add a new or existing rule.

The Formula Editor features a text box where you can write your own Clojure rules. If you are writing a new rule, use the bottom half of the window to search for context variables to use in your rules. In our example above, we use a rule to check if a loan has an "Active" loan status and is exactly 10 days past due; but you can write much more complex rules if you'd like. Conversely, you can add a rule you've already created by clicking 'Load Existing Rule'.

When you are satisfied with your rule, make sure to validate it. Then, click 'Save' to finalize the rule the system will check for.

After you have written a Clojure statement, click 'Validate this rule' to make sure your syntax is correct. You won't be able to create a computation field with an invalid rule.

Please note that while the system checks for invalid syntax, it can't check for accurate logic. In other words, you can easily create a correctly written rule that doesn't do what you want it to do. Thus, make sure to validate your rules as well as read through them yourself to make sure they are accurate.

Next, you will need to determine what kind of notification to send out when you rule criteria is met.

We go into more detail about each type of notification in other articles, but you can configure the following types of notifications for your trigger:

  • SMS
  • Email
  • System
  • Mail House
  • Webhook

After determining your notification type, click 'Save' one more time to finalize your settings. Your trigger-based notification will now be listed under your company settings.

Customer Use Cases & Questions

Trigger-based notifications work best in tandem with other features like rules applied or process wizards to create a comprehensive servicing and communication system. Using trigger-based notifications by themselves would be a less powerful and useful tool than pairing them with other features to automate your processes.

Are trigger-based notifications the same as event-based notifications? Not quite. Event-based notifications use native LoanPro events when setting up notifications. These notifications do not use Clojure rules and are limited to 'Loan Status Change' or 'Portfolio Change'.

Can trigger-based notifications make changes in the system? No, these notifications are just for customer communication with your customer. If you want to automate changes in the system, use rules applied.

Will the system keep a record of communications sent this way? Yes, the system keeps record of all communication. However, communication methods are not all saved in the same place. For instance, mail house letters are shown in the mail house tracking history page.

Terminology

These are the terms associated with event-based notifications:

Terms

Description

SMS

This type of event-based notification causes SMS text messages to be sent to your customers. These are based on specific rules applied that cause the notification to be sent.

Email

This event-based notification allows you to set up email notifications to be sent when specific events occur on your customers account. These are based on specific rules applied that cause the notification to be sent.

System

These event-based notifications are displayed in LMS when a specific event occurs. This allows you to receive notifications in the software when specific events occur on a customers account.

Mail House

This event-based notifications send physical mail to a customer when a specific event occurs on a loan. These are based on specific rules applied that cause the notification to be sent.

Webhooks

Webhooks allow you to send information to any URL. You can send information every time an event occurs in LMS. This is most used to notify applications programmed by customers when events occur.

Trigger

Within this context, a trigger is a Clojure rule that checks for specific loan criteria.

Here are the related topics to event-based notifications:

  • Event-Based Notifications - This article explains how to use event-based notifications in LMS. Trigger-based notifications are similar to trigger-based notifications. However, event-based notifications are based on native LoanPro events instead of Clojure rules.
  • Customer Communication Overview - This article goes over all the available customer communication methods in LMS and why communicating with customers is crucial to success.


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