Enabling Threshold Notifications
Threshold Notifications are used to notify Title Reps and Account Executives when an agent has run a quote that hits a certain dollar amount in terms of Sales Price and/or loan amount. Below are instructions on how to set these.
1. Access the "Notifications" tab by clicking on the carrot dropdown next to your name in the top right hand corner of the home dashboard.
2. On the following page, click on the gray slider to the right of the screen until it turns green.
3. Enter the dollar amount that you would like to be notified at for both Sales Price and/or the Loan Amount (this will prompt the system to email you when one of your agents has run a quote that is of the set dollar amount or higher). Your changes will automatically be saved.
