Notifications
Overview
Create notification templates and configure automated communications for borrowers, participants, and internal teams.
What You'll Configure
Notification Templates
Email/SMS content with variables
Event Associations
Link templates to triggering events
Recipient Configuration
Define who receives notifications
Gateway Selection
Choose delivery channels
Configuration Guides
Create notification templates for automated communications.
What you'll configure:
Email and SMS templates with variables
Event type associations
Recipient type selection
Gateway configuration (Email, SMS)
What requires SDK configuration:
Notification event types (when notifications can trigger)
Notification models (what data is available in templates)
Custom recipient types beyond BORROWER
SMS and messenger gateway integrations
Time to complete: 30-60 minutes per template
Prerequisites
SDK team has configured notification events before templates can be created
Gateway credentials configured (SMTP for email, provider for SMS)
Related Operations
Once configured, see how notifications are used in operations:
Notifications (OPS - Origination) - Viewing notification history during origination
Notifications (OPS - Servicing) - Viewing notification history for loans
Next Steps
After configuring notifications, proceed to:
Data Integration - Configure Feature Store, Metrics, and Covenants
For additional support, consult your implementation team.
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