​

Step One: From inside the loan, click on Milestones.

Step Two: From your milestones, click on the pencil icon to the right of the chosen milestone.

Step Three: A box will pop up after clicking the pencil icon. Click on the dropdown menu at the bottom of the box, choose Use Custom Notifications (Early Access).

Step Four: After Selecting Use Custom Notification (Early Access), another option will come up. Click +Add Notification.

Step Five: Another box will come up after clicking +Add Notification, click Email.

Step Six: After clicking Email a box will pop up where you can add any information you would like to add to the milestone notification. Click Continue.

Step Seven: A box will pop up after clicking continue, check the boxes of who you would like to receive the milestone notification, click continue.

Step Eight: In the next box that comes up enter what you would like your customer to know about the milestone, or any other information you would like to add. Click Save.