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How to use the text messages options in User Preferences?

This part of the documentation explains how to set up the text messaging notifications for the loan servicing module.

To set up loan servicing text message notifications:

  • Click white cog blue background Options in the upper right-hand corner of The Mortgage Office®.
  • Click loan servicing tripod Loan Servicing from the menu pane on the left, and select Text Messages.

TIP: Before using, you must first select Enable Text Message Notifications. For more information, read How to set up text messages in User Preferences?

  • Add or edit the following information:

Field

Description

Alert Type

Select the alert type from the drop-down menu. The following alerts are available:

  • Loan Payment Reminder (Borrower Notification)
  • Loan Payment Received (Borrower Notification)
  • Loan Payment Received (Lender Notification)
  • ACH Payment Reminder (Borrower Notification)
  • ACH Deposit-Detailed (Lender Notification)
  • ACH Deposit-Summarized (Lender Notification)

Blue Check Box_r Active

Check this option to activate this alert.

Template

Enter text message to be sent when this alert is triggered. Maximum of 4096 characters. You may use the following merge fields to customize each template.

TIP:  Text message segments are 160 characters each. You will incur charges per segment. For example, if each segment is $0.01 and the text message is 180 characters, there will be a charge of $0.02.

 

Alert

Available Merged Fields

Loan Payment Reminder (Borrower Notification)

<Company_Name>

<Company_Phone>

<Loan_Account>

<Borrower_Name>

<Payment_Amount> 

<Payment_DueDate>

 

Loan Payment Received (Borrower Notification)

<Company_Name>

<Company_Phone>

<Loan_Account>

<Borrower_Name>

<Payment_Borrower>

<Payment_Total>

<Payment_DueDate>

 

Loan Payment Received (Lender Notification)

<Company_Name>

<Company_Phone>

<Loan_Account>

<Borrower_Name>

<Payment_Borrower>

<Payment_Total>

<Payment_DueDate>

<Lender_Account>

<Lender_Name>

<Lender_Amount>

<Lender_PayDate>

 

ACH Payment Reminder (Borrower Notification)

<Company_Name>

<Company_Phone>

<Loan_Account>

<Borrower_Name>

<Debit_Amount> 

<Deposit_DueDate>

 

ACH Deposit-Detailed (Lender Notification)

<Company_Name>

<Company_Phone>

<Loan_Account>

<Borrower_Name>

<Lender_Account>

<Lender_Name>

<Lender_Amount>

<Debit_Amount> 

<Deposit_DueDate>

 

ACH Deposit-Summarized (Lender Notification)

<Company_Name>

<Company_Phone>

<Lender_Account>

<Lender_Name>

<Lender_Amount>

<Debit_Amount> 

<Deposit_DueDate>

 

 

Send Text Message, blue, no button border

Click this button to send a sample text message to a phone number of your choice.
  • Click OKOK to save the changes, or CANCEL Cancel to exit without saving.

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