Relationship Manager Notifications

  • Updated on Aug 15, 2025
  • 2 minute(s) read
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Overview

Relationship Manager (RM) Notifications enhance visibility for Relationship Managers in the CLA platform by ensuring they receive timely email updates about key loan lifecycle events. Previously excluded from system-generated communications, RMs can now monitor and act on loan activity in real-time, supporting better borrower engagement, faster response times, and fewer manual updates from other roles.

Enabling Relationship Manager Notifications

Description

RM notifications can now be enabled directly through Lender Organization Settings at the tenant level. Admins can independently activate notifications for draw events and inspection completions using separate toggles.

Step-by-Step Instructions:

Step 1: Navigate to the Lender Organization Settings in the CLA platform.

Step 2: Locate the notification settings for Relationship Managers.

Step 3: Toggle ON the following options based on your institution's preferences:

  • Notify Relationship Manager: Draw Updates and Approvals

    • Will include: Draw SubmittedDraw Approved, Draw Authorized, Draw Declined

  • Notify Relationship Manager: Inspections Completion

    • Will include: Inspection Complete.

Step 4: Confirm that the RM on a project receives email updates for the following events:

  • Draw Submitted

  • Draw Approved

  • Draw Authorized

  • Draw Declined

  • Inspection Completed

Note:

  • Only one Relationship Manager per project is currently supported.

  • Notifications are all email-based.

Managing Notification Workflow and Testing

Description

Each email will go out when the action/trigger it’s executed within the flow. Use this section to validate that RM notifications are being sent as expected during common workflow scenarios.

Step-by-Step Instructions:

Step 1: Submit a draw request.

Step 2: Add or assign approvers to the draw.

Step 3: Approve the draw.

Step 4: Complete an inspection (By Inspector)

Step 5: Confirm that the RM receives emails for each action.

Step 6: Verify that email links redirect to the appropriate page in the CLA platform (e.g., specific draw or inspection tab).

Configuring and Managing Notification Toggles

Description

RMs will only receive notifications when the org-level toggle is active. By default, the organization-level toggle is turned ON.

Key Points:

  • The RM notification toggle is located in the lender organization settings.

  • Turning off the toggle disables RM notifications but does not impact the rest of the workflow (e.g., draw or inspection).

  • Only one RM per project will receive notifications. There is no fallback if that user is removed or inactive.

Note:

Relationship Manager notifications are enabled by default. Disabling these notifications within Organization Settings requires Lender Administrator access.

Additional Information & FAQs

Key Benefits:

  • Keeps RMs informed without extra manual communication.

FAQs:

  1. Why now?

    • This feature was developed based on feedback we heard from 30+ lenders.

  2. Can backup RMs receive notifications?

    • Not at this time. Only the primary RM per project is supported.

  3. Can banks opt out?

    • Yes, via Lender Organization Settings.

  4. Is customization available for notification types?

    • No currently. Future phases may introduce user-level preferences.

  5. Are notifications available in-app?

    • Not yet. Only email notifications are available in the initial rollout.

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