LoanCirrus allows you to configure communication preferences for any client by selecting "Communications" located at the upper right of the client summary view as shown below:

This will render the popup below allowing you to configure the communication preferences for the client:

Use the toggles shown below to turn on/off different notification types:

Check/uncheck when messages should be sent to the client:

You may also choose to send reminders for asset reappraisals and ID document expiration in addition to emailing loan documents to the client:

A history of sent messages is alo displayed here:

You may filter what messages are shown in the history as shown below:

Once configuration is complete click

The software also allows you to send manual messages at any time by clicking on a client's phone number in the profile area.

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