This knowledge base article is also available as a video:

Each Lender User and Third Party User is able to receive email, text, or both email and text notifications, when certain actions happen within their portal. They will need to set up the notifications within their Manage Account menu. Applicants will automatically be assigned to receive email notifications from the portal, but they would have the ability to turn the notification off within their account.

How to setup your email and text notifications:

• Log into your portal
• Click on your profile icon in the upper right hand corner
• Click on Manage Account

• Click on Notifications
• Check off the Email box next to each action you want to be notified by email about

• If you would like to receive Text Messages (SMS) for certain actions, you will need to go to the Contact menu to add and verify the phone number
• Click on Add Phone Number button

• Add the number you would like to receive text messages from
• Click Send Text
• You will receive a text with a code, enter that code into Confirm Phone Number dialogue box > Verification Code field
• Click Verify Code
• Go back to the Notifications menu and you will now have the option to check off the Text Message box to be notified by text next to the action you want to be notified about

Notification Options:

• New Message - Lender and Third Party users can be notified when there is an new unread message sent from within the application Messages section.
• Application Submit Data Form - User can be notified when the data portion of the application has been completed by an applicant. Applicants complete the data portion first, before the system allows them to move on to document collection.
• Application Submitted** - **Lender user can be notified when an application moves to Submitted status, which means all data and documents have been completed.
• Assigned to Provide Document**-** Lender and Third party users can be notified when they have been assigned to provide a document within an application in the Documents section.
• Assigned to Application - Lender and Third party users can be notified when they have been assigned to an application.
• Removed from **Application** - Lender and Third party users can be notified when they have been removed from an application.
• Application Started **- **Lender Admin users can be notified when an application has been started on their portal.