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Document upload notifications: turn on or off

Turn document upload emails on or off for a user, a branch or the whole company.

You choose who gets an email when documents are uploaded. This article covers turning upload notifications on or off for a user, a branch or the whole company.

Who gets upload notifications

A user gets an email when a borrower uploads a document (through the public required docs upload or the borrower portal) when both of these are true:

  • "Notify if Borrowers/Clients upload a document?" is on in their profile (Documents and Notifications section).
  • They're assigned to that loan file.

New back office users start with "Notify if Borrowers/Clients upload a document?" turned on. Saved back office profiles also have separate switches for uploads by Back Office, Branch, Loan Officer and Broker users.

Turn a user's upload notifications off (or on)

  1. In the menu on the left, open the user's list: CRM > Back Office Users > Back Office User List, CRM > Brokers > Broker List, CRM > Loan Officers > Loan Officer List, or CRM > Branch > Branch List.
  2. Click the user.
  3. In Documents and Notifications, find "Notify if Borrowers/Clients upload a document?".
  4. Turn it off (or on), then save.

Branch notifications

For a branch, open CRM > Branch > Branch List > (branch) and use the same Notify switches on Branch Info.

Get notified about uploads on every file

To get an email for uploads on any file, not just files you're assigned to, add your address in Settings > Platform Settings > Company Settings, in the "Enter Emails to Receive Document Information." box.

Still getting upload emails after turning your switch off? Check that Company Settings box too, since upload emails can come from there.

Questions? Email helpdesk@lendingwise.com.