Robert at Semper asked if we have a way to generate alerts when the lock desk or pricing is about to be locked for the day.
Some lenders will set up their investors so locking and/or pricing is restricted at the end of the day. However, since LOs may work through that time, they could be on the phone with a client when pricing/locking expires, or otherwise distracted. If we set up an alert, say 15 minutes before expiration, then they would be aware of the impending lock out.
Adding more scope to this project, to include other notifications.
48twhf01 is needing to have locked LIP notifications sent to their compliance officers. Each compliance officer would then receive these notifications from specific LOs. We have a workaround since they aren't using branches in Marksman. I first created users and then 2 branches. I moved LOs into a branch for one compliance officer and the rest in another branch for the other compliance officer. I then made each officer a branch manager and had the secondary desk check the "Manager" box for the locked custom email notification in LIP settings. This worked for Tidewater but may not work for everyone else that is actually utilizing branches for comp.