Alerts - Lender
When you set up alerts, the system notifies you when a contact requests a pre-approval and when an agent shares a comment with you. Alerts can help you provide timely service to a contact and ensure you are notified immediately of agent updates.
To Add Alerts
- Make sure you are logged into the Market Leader Admin interface.
- In the navigation list, click Admin.
- In the Website view, click Alerts.
- In the Alerts view. click Add.
- In the Add Alertpop-up dialog, enter the Alert information.
- To sign up for text message alerts, enter a cell phone number, and then select a cell phone carrier.
- To sign up for email alerts, enter an email address.
- Click Add.
A test message, titled Alert Activation, will be sent to your phone or email address when you add the alert. - Check to make sure you receive the test alert. There may be a slight delay before your cell phone carrier sends the alert to your phone.
You can have any combination of text or email alerts, up to 3, set up at a given time.
To Stop Alerts
- Make sure you are logged into the Market Leader Admin interface.
- In the navigation list, click Admin.
- In the Website view, click Alerts.
- For a specific email address or cell phone number, click the Delete icon (
).
Example
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