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Lender Alerts

When you set up alerts, the system will notify you each time you receive a new pre-approval request and when your agent shares a comment with you. Alerts can help you provide excellent service to each contact and ensure you are notified immediately of any agent updates.

To set up alerts

In the left navigation click Admin

On the Website tab, click Alerts

Click the Add button

In the Add Alert window, do one or both of the following:

To sign up for text message alerts, enter a cell phone number, and then select a cell phone carrier

To sign up for email alerts, enter an email address

Click the Add button

A test message, titled Alert Activation, will be sent to your phone or email address when you add the alert

Check to make sure you receive the test alert. There may be a slight delay before your cell phone carrier sends the alert to your phone

NOTE: You can have up to 3 alerts set up at a time

To stop receiving alerts

On the Website tab, click Alerts

Next to the email address or cell phone number, click the Delete Icon ()