EFT security update
- Holley Vosburgh
Introducing a new EFT security enhancement feature.
Here's how to enable notifications for any changes made to EFTs in the accounts of agents, non-agents, collaborating agencies, or suppliers.
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
If editing permissions for these EFT accounts were previously enabled in your user groups, they will continue to be active. To make any adjustments, please consult the following article.
Links to other relevant articles:
How to add an electronic fund transfer to a agent profile