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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.
You can now send custom milestone updates to borrowers!