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 also displayed here:
You may filter what messages are shown in the history as shown below:
Once the 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.
