Click the Account option in the left menu and click the Notifications tab to access settings for the notifications you receive from the dashboard.


 There are three types of notifications:

  • Email notifications.
  • SMS notifications (text messages).
  • Portal notifications (alerts that appear while you are logged in to the dashboard).

 

NOTE - The notifications listed below are turned on by default (for Email and Portal) for all new users and for existing users who have not previously customized their notification settings.


Notification

Description

AVM Claim

Homeowner claims property / registers.

Buyer Lead

New buyer lead registration.

Buying Tips

Lead generated via the Buying Tips form.

Agent Direct

Lead generated via Contact Agent form.

Selling Tips

Lead generated via Selling Tips form.

AVM Seller

Lead generated via I Want to Sell form.

Loan Request

Lead generated via Loan Request inquiry.

Tour Schedule

Lead requests to view a property.

Mortgage Calculator

Lead interacts with the mortgage calculator.

Property Inquiry

Lead completes inquiry form for a property.

Saved Property

Lead has saved a new property.

Lead Callback

Lead requests a call back.

Lead Created

A new lead is created.

 


Use the Type drop-down menu to select the notification type you wish to adjust. 


Once you have selected a type, you may turn on notifications for that type using the button to the left of the drop-down menu.

 

For each notification type, you will see a full list of available notifications.  Click the appropriate buttons to turn on all desired notifications and/or turn off any unwanted notifications.


Having multiple notification types provides the flexibility you need to set up different notification methods depending on the notification.  For example, you may want to receive Buyer Lead notifications via email, but not receive such notifications via SMS or Portal (Dashboard) alerts.