Email Notification

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Overview

You can manage the email notification settings from the "Email Notifications" option. 

Go to Admin > User Management > Email Notification tab.

Notify the User Logged-in

By default the radio button for "Yes" will be selected for the option "Notify the User Logged-in" for every newly created account.

If you do not want to send an email notification to the logged-in user, select "No".

Notify the Loan Processor and Underwriter

To send email notifications to the Loan Processor, select "Yes" for the option "Notify the Loan Processor". To notify the Underwriter select "Yes" for the option "Notify the Underwriter".

Select the option "No" if you do not want to send the email notification to Loan Processor and Underwriter.
Once the required options are selected, click on  button.

The changes are saved for that particular account and email notifications are sent accordingly when a new loan application is created.

Note:

The email notification settings for "Loan Processor" and "Underwriter" can also be made at User level while adding a new loan application from the Dashboard. The settings for Loan Processor and Underwriter will default to the most recent settings made. It can be the settings made at the Admin level or the User level settings.

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    Viviann

    I received an email stating that the income has been completed on loan 8000501700 however, there is no income forms uploaded still has 0