EFT security update

Owned by Holley Vosburgh
Last updated: Apr 22, 2024
2 min read

FR

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

    image-20240229-142712.png

  • Locate the section Electronic FundsTransfer

    image-20240229-142759.png

     

  • 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

 

 

 

 

 

 

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