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Here’s how to turn on notifications whenever there are changes to EFT’s in agents, non-agents, collaborating agencies or suppliers accounts.

  • Administration > Setup > General

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  • Locate the section Electronic FundsTransfer

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  • In the Notifications Configuration section, you can choose from the following options:

    Notification type:

    • No notification

    • Email

    • SMS

  • Administrator to notify

    • Please choose your brokerage admin who will be notified.

    • Letter template

      • Choose EFT Account Change Alert

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        The designated administrator will receive a message as follows:
        Email:

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        SMS:

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  • Save

Links to other relevant articles:
Comment ajouter un transfert de fond électronique dans un profil de courtier