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GuidesLoan processing › How to edit existing alert?

How to edit existing alert?

User can edit existing alert with different numbers or information to produce new alert.

After logging into Moso system, user will be able to create alert for each individual loan being generated from quote form. Through this function, user will be able to edit different criteria for each loan plan as they see fit. A notification email will be sent to user as soon as criteria being met.

Main alert type: Daily - every weekday at 10 AM.

Weekly - every Monday at 10 AM.

Target hit - the rate and cost meet the target rate and target cost.

Target hit - the rate and cost meet the target rate and target cost.

Real-time - as soon as we receive rates from lenders. This option is reserved from alert link to active loan.

Step 1: Click on tab Alerts.

Step 2: Click on "Full name" of alert that you want to edit.

Step 3: Choose a plan that you like to edit and click on "Update alert".

Step 4: Edit plan's criteria as you see fit and click "Update alert".

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