You can use the Note feature to add an alert to a Loan. The alert will appear in the header of the loan. This can be used to call attention to a specific aspect of the particular loan.

Adding an Alert

 

• In the loan you would like to add the alert to either click on the Notes button located above the Overview menu, or click on Notes & Tasks in the Overview menu.

 

 

The end result is functionally the same. The button allows you to add a note quickly, regardless of the page of the loan you are in. The Notes & Tasks menu option will take you to the Notes & Tasks page for the loan. Regardless of which you choose, the remaining steps are the same. This article will use the Notes & Tasks page for our example. 

 

 

• If you clicked on Notes & Tasks menu, the page will load the Notes tab by default.
• Click Add.

 

 

• The Add Note pop up will appear. Select the Note Type from the Type drop down box.
• Fill in the Alert checkbox by clicking on it. This sets the note as an alert. If you do not check the box, the note you create will not appear as an alert.
• Fill in the Notes text box with the Alert you want to appear. This is what will display in the header of the loan.
• Once you finish entering your note, you have the option use the “Applies To” check boxes to categorize the note. You can select as many as you would like. This will allow the note to be filtered in the notes grid, and for the note to be included in a report that has specified a note category.
• You can add an attachment using the attachment portion of the Add Note pop up. This information will be visible when the alert is clicked on. It will not be part of the alert in the header.
• When you finish filling out the Note, review and click Save.

 

 

• You may have to refresh your page to see the Alert. If you do not see the Alert, refresh your page.
• You can click on the Alert to see any attachments included with it.

 

 

• You can create as many Alerts as you need. The most recently created alert will appear first in the header.

 

 

Disabling Alerts

 

If you need to remove an alert from the loan header, you can do this in the loan using the Notes button, the Notes & Tasks menu option or by clicking on the Alert itself. In general the process is the same. Clicking the Alert let's you skip a step.

 

• If you use the Notes button or the Notes & Tasks menu option, you will see a list of Notes already in the system for the loan. Click the Note that contains the alert you want to disable. Clicking directly on the Alert allows you to skip this step.

 

 

• In the pop up, uncheck the Alert box.
• Click Save.

 

 

• You may have to refresh the page for the Alert to disappear. If it is still visible, refresh the page.