Rate Alerts

The Rate Alert tab lists the alerts for your loans. Rate Alerts automatically alert you when a rate or price target for a loan has been reached. Rate alerts are set on the Summary tab when creating a loan.

If the target price or rate becomes available for a loan, the alert Status changes to Triggered, and an Alarm Clock icon displays on the My Loans tab in the Action column.

Status

Alerts can have one of the statuses listed below:

• Active - An active alert is automatically being monitored to reach set targets
• Triggered - A target rate or price is available, the alert has been triggered, and you have been sent an email notification
• Acknowledged - An alert has been triggered, and you have acknowledged the receipt of the alert
• Canceled - An active alert has been canceled
• Expired - An active alert has reached its expiration date

Actions

You can take the actions listed below by clicking the corresponding link in the Action column:

• Acknowledge - When an alert has a status of Triggered, click acknowledge in the Action column to change the status to Acknowledged
• Edit - To edit an Active alert, click edit in the Action column (for details, refer to To Edit a Rate Alert below)
• Cancel - To cancel an Active alert, click cancel in the Action column

To Edit a Rate Alert:

1. On the Rate Alerts tab, for an alert with a status of Active, click edit in the Action column.
2. On the Rate Alert window, select an Alert me when option.

• Leave the field blank to apply the alert only to the loan to which the rate alert is attached.
• Select any similar program to apply the alert to programs that are similar to the program selected for the loan.

3. Edit the rate and price for the alert as needed.
4. Select the check box to send the alert notification to your default email address.
5. Enter a second email address as needed.

• To make the second email address your default address, select the check box.

6. Type the numbers of days before the alert expires.

• Select the check box to send an email notification when the alert expires.

7. To save the edits, click Update.