EFT security update

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

  

• 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