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How to create alert

Learn how to create your first alert

Last updated at Mar 14, 2018 8:43 AM

Go to Alerts page and click on “+ Alert” button or click “Create Alert" button on the Quote page.

The system will lead admins to quote form and see this page. Here, admins can click “Show more criteria" to change the default information and hit “Get Quote" again for the correct result.

Admin is able to select the preferred rate of borrower to create alert and click on “Create Alert” button.

Admin can look up the current cost is corresponding to the rate to input their target cost. The email frequency can be changed to receive email.

Finally, main information of borrower should be filled out: first name, last name and email address to receive email and click “Create Alert" or “Create Alert + Loan".

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