Getting Started with Your Notifications Center

Stay in touch with on-demand notifications for lead, source, and post-close nurture activities.

The Notifications Center allows you to set up notifications and messaging automations that help you optimize your outreach to leads, current customers, and past customers.

With the Notifications Center, you can be notified when new leads hit your inbox, when tasks are assigned to you, and or when a lead source delivers a new referral. You can also set up notifications to alert you to birthdays, loan anniversaries, closing dates, and other custom fields.

The Notifications Center can help you do some of your best work. By staying in touch with leads and customers when it matters most, you can build trusted partnerships — and create lifetime clients as a result.

Enabling Your AI Assistant

Log into your Daily AI account at mortgage.dailyai.io.
Navigate to “Settings” on the sidebar menu.
Click “General” in the upper left-hand corner
Click “AI Assistant.”
In the upper right hand corner, you will see a button that toggles this feature on and off. Click “Enable” to get started.

Setting up Lead Notifications

Turn these notifications on if you’d like to be alerted when a lead is assigned to you.

Now that your Notification Center has been enabled, click the tab noted “Lead Notifications”.
On the bottom column of this page, you will see an “Edit” option. Select this.
The first option is to turn on a notification when a new lead has been assigned to you.
If you would like to turn on this notification, select “Yes” and save.
If you would like to add alternative emails that should receive these notifications, click on “Add Mail ID” and enter in the desired email address. Hit “Enter” on your keyboard to complete the task.

Tip: Once you have selected “Yes”, all lead notifications will go to the default user email address.

Task Notifications

Turn these notifications on if you’d like to be alerted when a task is assigned to you.

Now that your Notification Center has been enabled, click the tab noted “Task Notifications”.
On the bottom column of this page, you will see an “Edit” option. Select this.
The first option is to turn on a notification when a new task has been assigned to you.
If you would like to turn on this notification, select “Yes” and save.

Tip: Once you have selected “Yes”, all lead notifications will default to the email address given upon registration. If you would like to add alternative emails that should receive these notifications, click on “Add Mail ID” and enter in the desired email address. Hit “Enter” on your keyboard to complete the task.

Source Notifications

Turn these notifications on if you’d like to be alerted when a source captures a new lead.

Navigate to “Send me notifications from sources”
Click the drop down menu, which will provide you a list of your sources.
Select the sources that would like to receive notifications for.
Under “Receive Notification and Reminders as,” select your preferences for SMS, email, or both.
Save your work when finished.

Tip: All lead notifications will default to the email address given upon registration. If you would like to add a different email to receive notifications, click on “Add Mail ID” and enter in the new email address. Hit “Enter” on your keyboard to complete the task.

Setting up Your Nurture Templates

Turn these notifications on if you’d like to be alerted to opportunities for client nurture.

Click the “Nurture Notification” tab to the right of “Lead Notifications.”
There are two milestone dates that you can create messaging for: “Birthday” and “Anniversary.”
Selecting either will open up your template creator. You can build your post-client nurture emails and text templates from here.

Tip: Check out this article to dive deeper into template creation.

Note: Once you finish creating a template, don't forget to hit “Save.”

Setting up a Birthday Nurture Notification

Turn these notifications on if you’d like to be alerted to client birthdays.

Select “Birthday” in the Notification Center menu.
Click the drop down menu to direct notifications to your email, as a text, or both.
If you haven’t already, be sure to create the content you need for a birthday-oriented client nurture template.

Setting up an Anniversary Notification

Turn these notifications on if you’d like to be alerted to client home anniversary dates.

Select “Anniversary” in the Notification Center menu.
Click the drop down menu to direct notifications to your email, as a text, or both.
If you haven’t already, be sure to create the content you need for an anniversary-oriented client nurture template.