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Alerts - Lender

When you set up alerts, the system notifies you when a contact requests a pre-approval and when an agent shares a comment with you. Alerts can help you provide timely service to a contact and ensure you are notified immediately of agent updates.

To Add Alerts

  1. Make sure you are logged into the Market Leader Admin interface.
  2. In the navigation list, click Admin.
  3. In the Website view, click Alerts.
  4. In the Alerts view. click Add.
  5. In the Add Alert pop-up dialog, enter the Alert information.
    • 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.
  6. Click Add.

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

  7. 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.

(info) You can have any combination of text or email alerts, up to 3, set up at a given time.

To Stop Alerts

  1. Make sure you are logged into the Market Leader Admin interface.
  2. In the navigation list, click Admin.
  3. In the Website view, click Alerts.
  4. For a specific email address or cell phone number, click the Delete icon ( ).