The Alerts & Opportunities for Transactions feature enables company users to track and act on transactions based on the interest rates set by the company. Users can receive timely alerts, identify new opportunities, and manage transactions more effectively in line with company-defined rates.
Steps To Create Alerts & Opportunities for Transactions:
Login as a Company User and navigate to Quick Action and select Transaction.
In the modal popup Select a contact and fill in the transaction details with the following values:
Loan Purpose: Purchase
Loan Status: Funded (for at least 6 months)
Transaction Rate field > Interest Rate “Rate” field
Amortization Type: Fixed
Term in Months: 5
Type: USDA - RD (Not Mandatory)
Rate: 20%
Note: Loan Purpose and Loan Status must be set to Purchase and Funded. In addition, Amortization Type, Term in Months, and Loan Type must match one of the company’s interest rates.
After completing all transaction details, click on the Save button to save the transaction.
The system will check if the difference between the Transaction Rate and the configured Interest Rate is greater than or equal to the Alert Threshold.
If the threshold is met, an opportunity will be created and displayed on the new Opportunities Dashboard for the user on the Follow-up Page. The alert will also appear in the notifications to ensure visibility. Opportunities created today will be displayed under Today, while those created earlier will appear under the Past filter.
To view all opportunity records, go to the Follow-up page, where you can see the entire list of opportunities under the Today and Past filters.
Note: If the company admin has not configured any interest rates, the system will not evaluate transaction records or insert entries into the OPPORTUNITIES table. Instead, the process will be skipped when no rates are available.
👉 Use the Rate Opportunity Calculator to instantly identify savings, track opportunities, and maximize the value of every transaction.
If you have any issues or would like to ask questions, please let us know using our Coach-on-Call feature.
- Accountable Support