---
title: "Relationship Manager Notifications"
slug: "relationship-manager-notifications"
updated: 2025-08-15T14:01:30Z
published: 2025-08-15T14:01:30Z
canonical: "help.getbuilt.com/relationship-manager-notifications"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.getbuilt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Relationship Manager Notifications

**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]
> **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]
> 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.