The Collections tab is where you and your team can create customizable folders for your Alerts. These folders can act as a house for second level reviews, or for specific policy violations that you want to track until resolved. Some examples, as seen below, include:
- former loan officers whose page still reflects your brand
- company policy violations
- second level reviews
- NMLS ID missing
To add your own Collection folder, select Add New Collection.
To edit existing Collection folders, select Manage Collections.
Tip: Each Collection folder has the option for the User to enable the Notifications toggle to receive automated emails when a new item is added from Alerts. This function is generally utilized for second level review management.