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LoanBeam 'Application Process Completed' Email Notification settings

By default the logged in user will receive an email notification when their application has completed processing. 

 - The "Yes" radio button for "Notify the User Logged-in" will be selected  for every newly created account.

Users can manage the email notification settings from the "Email Notifications" option, to add have additional users notified that an application has completed processing.

STEPS:

Go to Admin > User Management > Email Notification tab.

 

 

 

 

 

 

If you do not want to send an email notification to the logged-in user, select "No".

 

Select the option "No" if you do not want to send the email notification to Loan Processor and Underwriter.


Once the required options are selected, click on  button.

The changes are saved for that particular account and email notifications are sent accordingly when a new loan application is created.