Introduction

Alerts are essential for staying informed about critical events in loan management.

They enhance communication and enable proactive actions.

Note: An Alert should be created on accounts where customers report Bankruptcy, Fraud and Deceased 

Step 1 – Getting Started

Log in to Loan Pro and select the customer’s account.

 

Step 2 – Navigating to Alerts

Go to the “Servicing” tab on the customer’s account.

 

Step 3 – Accessing Alerts

Within the “Servicing” tab, locate and select the “Notes/Alerts” option.

Under the loan heading, choose “Loan Alert.”

 

Step 4 – Creating a New Alert

Select “Empty” to create a new alert.

 

Step 5 – Adding Alert Details

In the provided box, type in the alert notes.

Be clear and concise in describing the purpose or context of the alert.

 

Step 6 – Saving the Alert

Select “Save” to store the newly created alert.

 

Note: An Alert should be created on accounts where customers report Bankruptcy, Fraud and Deceased