While LoanPro offers the ability to add notes to a customer or customer account, some information may be so important that it needs to be clearly visible and searchable separate from the account notes. You can do this with Loan Alerts. This article will explain how to create, use and update alerts within our loan servicing software.
Creating a Loan Alert
To create an alert, navigate to Settings > Loan > Alerts > Account Note Alerts. Here, you can create Stoplights, Flag Systems, Account Note Alerts, and update Usury settings.
Many of these alert types are set up by using Clojure rules. These rules are customizable; you can set your rules up to apply alerts in a broad or narrow fashion. The screenshot below shows the page for creating an Account Note Alert.
Where Alerts Are Displayed
You can see the history of alerts on an account in Servicing > Notes/Alerts > Loan Alert inside any customer account.
Since only one alert can be present on an account, keeping track of the alert history is important. Lastly, you can view a report of alerts located in Reports > Transaction History > Loan Alerts.
Typically, an alert is a message that you want anyone who opens the summary of an account to be aware of. Since only one alert is present on an account at a time, it is easier to search for alerts in your system than to search through notes. The Loan Alerts Report lets you search all of the alerts set up within your company. By searching here, you should be able to easily find an alert and the account the alert is on through the report.
Updating Loan Alerts
To update a loan alert, navigate either to the Loan Summary tab or the Servicing > Notes/Alerts tab inside a loan. If you are on the Loan Summary tab, click NONE and enter the new alert in the field provided.
Once you’ve entered the new alert, click Save to save the alert. You are done!
If you are on the Notes/Alerts page, click the current alert, and enter the new alert in the field provided. Click Save to save your changes to the alert.