Introduction
The Internal Notification Settings section allows you to configure how notifications are sent to internal staff members. These settings help ensure that important updates and alerts are delivered effectively via email and SMS.
Navigating to Internal Notification Settings
Click the Gear icon in the top-right corner to open Settings.
Select Company Settings.
Expand Loan Setup/Origination in the left-hand navigation menu.
Click Internal Notification Settings.
Tip: If you do not see the Internal Notification Settings section, ensure that you have the necessary permissions or contact your administrator.
Internal Notifications
These settings control how notifications are sent to internal staff members.
Setting | Description |
Enable SMS to Internal Staff | Allows internal staff members to receive SMS notifications from the system. |
Enable Email to Internal Staff | Ensures internal staff members can receive email notifications about system events. |
Required Document Upload Notifications | Enables notifications when required documents are uploaded. |
Required Document Upload Email Notifications | Sends email alerts when required documents are uploaded. |
Required Document Upload SMS Notifications | Sends SMS alerts when required documents are uploaded. |
Best Practice: Ensure staff members update their My Profile settings to receive email/SMS notifications. Personal preferences override company-wide settings.
Stakeholder Profile Duplication Settings
These settings help prevent duplicate stakeholder profiles by defining criteria to flag potential duplicates.
Field | Description |
Stakeholder | Select the stakeholder type (e.g., borrower, investor). |
Name | Check this box to include names in duplication checks. |
Phone | Enable this option to compare phone numbers for duplicate detection. |
Select this to factor in email addresses when checking for duplicates. | |
Condition | Define whether all selected fields must match (All) or if any single field match is enough (Any). |
Action | Choose the system response: Rejection (prevents duplicate creation) or Warning (notifies users but allows creation). |
Tip: Setting up duplication rules helps prevent errors and ensures data integrity across the platform.
FAQs
Can individual staff members turn off email or SMS notifications?
Yes, staff members can manage their personal notification preferences under My Profile, which may override company-wide settings.
What happens if a stakeholder profile is flagged as a duplicate?
Depending on the Action setting, the system will either prevent profile creation (Rejection) or display a warning (Warning) allowing users to proceed manually.
How do I know if a required document was uploaded?
Enabling Required Document Upload Notifications ensures that internal staff members receive alerts via email and SMS.
Need Further Assistance?
For additional support, contact us:
📧 Email: support@mortgageautomator.com
💬 Live Chat: Click the question icon at the top-right corner of your screen.