Note categories are used to classify the different notes / messages that are sent to members, both investors and borrowers. Note categories are defined and preset in the platform and automatically take place when actions takes place in the platform. ...
There are a number of predefined note categories that exist in the platform that will be generated when certain actions or events take place. A finance company is able to modify the content of a note to be specific down to originator group and ...
After creating the content, it now has to be enabled via this setting in order for the SMS (or email) to be sent successfully. Several notes can be created at any time but will not be active until this process is completed. To find out how to create ...