Portal - Settings

There will be instances where you (as an investor or borrower) will want or need to be notified when a certain action, task, event, etc has or has not occurred. This will ensure that you can monitor the status of specific areas namely applications, bids, customers, finance agreements, general, investment and miscellaneous.

1. Log into the portal with the appropriate account and select the Settings option which is the second tab on the right-hand side:

2. There are two icons where represents Email and represents Mobile.

When you hover over the icon for Email, it will display a prompt outlining that by pressing the icon you can toggle between enabling and disabling email notifications:

When you hover over the icon for Mobile, it will also display a prompt outlining that by pressing the icon you can toggle between enabling and disabling email notifications:

3. When a notification is enabled, it will appear green in colour but if disabled it will then appear grey in colour . This can be selected/deselected by simply clicking on the icon.

4. As mentioned above, the areas where notifications can be selected are divided into separate sections and the name of the notification implies what it is used for:

 

A full list of the notifications that you can configure based on the area of interest is outlined below:

Application

Accepted Loan Offer

Action on Listing on Member Behalf

Application Ready to Assess

Application Status Change

Borrower Confirmed Listing

Borrower Finalised Listing

Confirm Listing - Rate

Confirm Listing - Reminder

Confirm listing on member behalf

Fast Track Listing

Fast Track Listing Notification

Fast Track Listing Status Change

Finalise listing on member behalf

Lender Withdrew Bid

Listing Approved Listing Declined - Borrower

Listing Extended Listing Offer Acceptance Reminder

Listing Published Listing Purchased

Listing Questions And Answers - Borrower Answer

Listing Saved Listing Saved - Email Address Created

Listing Status Change Listing Withdrawn - Borrower

Listing Withdrawn - Comparison Rate - Borrower

Listing Withdrawn - Minimum Loan Amount - Borrower

Listing Withdrawn - No Confirmation - Borrower

Loan Arrears Status Change

Publish Reminder

Yodlee Bank Account Retrieval

Bid

Accepted Bid

Account in Arrears - Investors

Account Out Of Arrears - Investors

Auto Bid Placed For Lender

Bid Adjusted By Lender

Bid Placed By Lender

Borrower Accepted Bid

Borrower Rejected Bid

Borrower Unaccepted Bid

Expired Listing - Borrower

Expired Listing - Investors

Customer

Achievements Earned

Alias Name Changed

AML Verification  - Not Completed

Finance Agreement

Account out Of Arrears - Borrower

Account Settled - Borrower

Account Settled - Small Balance

Arrears Interest Reinstated - Borrower

Arrears Interest Suspended - Borrower

Call Confirmation - Borrower

Cancel Automatic Payment

Cancel Direct Debit

Debt Sold

Dishonoured Payment

Loan Status Change

Overpayment Of Account

Payment Arrangement - Borrower

Payment Reminder

PTP Settlement - Borrower

Removal of alert

Report Status Change

System Processing Note

General

Account Admin - Internal

Add an Alert Approval - Asset Class

Approval - Customer

Borrower Message to Customer

Borrower Message to Customer and Originator

Borrower Message to Originator

Declined Approval - Asset Class

Declined Approval - Customer

Investor Message to Customer

Investor Message to Customer and Originator

Investor Message to Originator

Other

Task Workflow

Investment

Account Settled - Investors

Call Confirmation - Investors

Handed to Agent

Lender New Investment - Full

Lender New Investment - Partial

Listing Declined - Investors

Payment Arrangement - Investors

PTP Settlement - Investors

Write Off Loan

Miscellaneous

Bid Transferred

Bid Transferred - Receipt

Account in Arrears - Borrower

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