Notifications

General

LoanPro offers four types of notifications: email, sms, system, and mail house.  Notifications are designed to notify your borrowers and your employees of what is happening with loans inside the LoanPro system. The details of creating notifications aren’t covered, but can be found in the following articles:

Background

To set up a notification within the LoanPro system, navigate to Settings > Company > Notifications within your company account.  Here you will have three tabs to choose from: Event-Based Notifications, Trigger Based Notifications, and Sounds Manager.

Sounds Manager will not be covered in this article.

Notifications in LoanPro work in two ways.  First, notifications can be sent out when specific events occur in the system.  So, for example, if you want to receive a notification whenever a customer makes a  payment, that would be an event-based notification because a payment is an event.  The second type is trigger-based notifications.  These are sent out daily when LoanPro updates your accounts.  These notifications get sent out based on  rules you set up.  So, for example, if you create a rule to test whether an account is more than 5 days past due, you could create a notification, using this rule.  Each day when the number of days past due gets updated (usually during the night), the system would find accounts that were 5 or more days past due and send the notification to the customers on those accounts.

You can choose, on a per-agent-user basis, which users within your company will receive these notifications.

Event Based Notifications

There is a finite list of events that notifications can be based on.  These are:

Loan Servicing

  • Insurance Update – Executed when insurance information on an account is updated
  • AutoPay Failed – Executed when Autopay execution fails.
  • AutoPay Scheduled/Created – Executed when a loan Autopay is scheduled.
  • Loan Settings Updated – Executed when a Loan Settings is updated.
  • Loan Promise Created – Executed when a Loan Promise is created.
  • Loan Collateral Updated – Executed when Loan Collateral is updated.
  • Document attached to Account – Executed when Document is attached to Account.
  • New Token Issued – Executed when the API endpoint is called with an expired token. As a refresh method this event occurs to issue a new token.

Transaction on Account

  • Advancement Posted to Account – Executed when Advancement is posted to Account.
  • Credit Posted to Account – Executed when Credit is posted to Account.
  • Past Due Adjustment Posted to Account – Executed when Past Due Adjustment is posted to Account.
  • Change Due Date Posted to Account – Executed when Change Due Date is posted to Account.
  • Funding Transaction Posted to Account – Executed when Funding Transaction is posted to Account.
  • Payment Posted to Account – Executed when a new payment is made.
  • Payment Reversed – Executed when an existing payment is reversed.
  • Loan Charge Posted – Executed when a Charge is posted to Account.
  • Loan Charge Reversed – Executed when a Loan Charge is Reversed.

Account Setup & Lifecycle

  • Archive Account – Executed when Account is Archived.
  • Delete Account – Executed when Account is deleted.
  • Account Created – Executed when an Account is created.
  • Account Modified – Executed when an account is modified.
  • Account Activated – Executed when a loan account is activated.

Customer Facing Website Activity

  • Customer Logs into Customer Website – Executed when a customer logs in to the public site.
  • Customer Website Document Upload – Executed when a customer uploads a document through the customer facing website.

Primary Customer on Loan Account Activity

  • Customer Created – Executed when a Customer is created.
  • Customer Updated – Executed when a Customer is updated.
  • Payment Profile Added – Executed when a Payment Profile is added to a Customer.
  • Employer Updated – Executed when Employer is updated.
  • References Added – Executed when a References are added to a Customer.

Tenant Level Activity

  • Agent User Created – Executed when an Agent User is created.

Status and Portfolio Changes

  • Executed when a loan is changed form one status to another or is added or removed from a specific portfolio.

New Event-Based Notification

To create a new event-based notification that is based on a status change or a portfolio assignment, click .

Add a name and description for the notification to distinguish it from other event-based notifications you create. Choose whether the event will be based on a status change or a portfolio assignment by choosing either "Loan Status Change" or "Portfolio Change" from the "Select Event" drop-down. Now click ADD STATUS CHANGE or ADD PORTFOLIO CHANGE to designate which portfolio or status changes will trigger the notification.

For status-change notifications, choose the status or group of statuses that the loan should change from and the status or group of statuses it should change to in order to trigger the notification. Note that you can add an unlimited amount of status changes by simply clicking ADD STATUS CHANGE again. Click  .

For portfolio-change notifications, choose a portfolio that the loan should added to or removed from in order to trigger the notification. Note that you can add an unlimited amount of status changes by simply clicking ADD PORTFOLIO CHANGE again. Click  .

Edit a Notification

To edit the notifications created for any of these events, click the edit icon to the right of the event listing.

When you edit an event-based notification, you can choose to update any or all of the notification types for the event you chose.  The three notification sections have three groups of options.  The first group lets you select who should receive the notification and how they should receive it.  The second group lets you choose to restrict which loans can cause the notification to be sent.  The third group involves the message that will be sent.

Trigger-Based Notifications

Trigger based notifications are based on rules that you can create within the system.  For all intents and purposes, there are unlimited options when it comes to creating rules.

Because trigger-based notifications aren’t based on a hard-wired list of events, you can create and delete them.  Because changes to a customer account could cause it to qualify for a trigger at any time, you also have the option to force a trigger evaluation at any time.

To delete a notification, click  to the right of the listing for the notification.  To force a rule evaluation (and the sending of the notification for qualifying accounts) click  to the right of the notification listing.

To add a new trigger-based notification, click  .

Here you have the option to configure any of the notification types for the trigger you are adding.

System Notification Display

Most people are familiar with both email and SMS text messages.  System notifications are likely unfamiliar as they are specific to LoanPro.  System notifications will be shown in the notification center, but you can also choose to have them display as a popup.


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