By using Debt Tracking to monitor your financing operations, you benefit from a system of automatic notifications. In this article, find out how it works, as well as details of the notifications sent.
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1. How automatic notifications work
Who receives automatic notifications?
Automatic notifications are sent exclusively to the contacts registered in the file, whether they are affiliated with the entities managing the file, the Lenders or the Borrower.
When are automatic notifications sent?
Notifications are sent as a result of events in your operations, i.e. :
- Depending on commitment settings: alerts for commitment deadlines or deadlines passed
- Following an action by a stakeholder: Borrower response to a commitment, sharing of a commitment control with Lenders, summary of documents added to the dataroom, etc.
How do I manage automatic notifications?
As an operation manager, you have complete control over the management of notifications for yourself and your stakeholders. You can modify the settings for each of your files at any time. See the page on notification settings.
In addition to automatic notifications, you can also send personalized notifications to your stakeholders. See the page on personalized notifications.
2. Comprehensive list of automatic notifications
The notifications below are activated by default. They can be configured at any time by the administrator.
Automatic notifications sent to the operation manager and the Borrower:
Events related to commitments:- Alerts when a control is due on D-30, D-15, D-7 and D-1
- Reminder every 15 days after a deadline has passed (only if the Borrower has not yet responded)
- Breakage declared by a member of the management team
- Summary of commitments validated by a member of the management team
- Result declared non-compliant by a member of the management team
On dataroom activity
- Summary of documents added to the dataroom
The operation manager also receives notification when the Borrower meets a commitment and if an entity changes its bank details.
Automatic notifications sent to Lenders:
On events related to commitments
- Summary of commitments validated by the operation manager
- A break has been declared by the operation manager
On dataroom activity
- Summary of documents added
3. Notification examples
