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Introducing a new EFT security enhancement feature.

Here's how to turn on notifications whenever there are changes to EFT’s in enable notifications for any changes made to EFTs in the accounts of agents, non-agents, collaborating agencies, or suppliers accounts.

• Administration > Setup > General

  

• Locate the section Electronic FundsTransfer

  

• 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

      

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

      

      
      SMS:

      

• Save

Links to other relevant articles:
How to add an electronic fund transfer to a agent profile