Email Notifications for Broker Comments

When brokers enter notes or comments in the conversation log, automated email notifications are sent to ensure staff members don't miss important messages.

Notification Recipients

Loan Setup Team - Receives email notifications when brokers add any comment to the conversation log - Applies to all loans regardless of stage

Account Manager
- Receives email notifications for broker comments - Only applies to loans that are past the Initial Underwriting stage

Important Notes

• Broker comments in conversation logs don't occur frequently
• This notification system helps prevent missed communications from brokers
• Staff can now stay informed of broker messages without having to manually check each loan's conversation log