Update Loan Activity Notices

Overview

The loan pipeline is where you will manage all of your borrowers, including reviewing application and document data, making adjustments to the loan flow, and locating any additional information regarding the loan.

Among these options, you will have the option to update loan activity notices.

If you want to update which users receive notifications for a specific loan flow, this can be done directly in your loan pipeline quickly and easily.

How to Use

In your team pipeline, locate the loan flow for the borrower that you'd like to edit, then click on the Loan Activity Notices (pawprint) action icon towards the right hand side:

Select/unselect users as needed to opt them in to notifications or remove them from notifications for the loan flow. Make sure you select Save to confirm the changes:

Note: The loan owner will always be opted into notifications automatically.