Text Notifications for Approvals
under review
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Jillian Gaskins
Have certain people receive notification of an application and approval - such as company owner, sales manager etc.
It’s helpful to get text notifications like this so we can see which rep is selling and have heads up for a new contract coming in with financing.
Would include: Company name, application number, borrower(s), primary phone
Erin Fuchs
Connected with Matthew Bratsis and confirmed lender specific application questions aligns with his vision. Transactional updates from O+ will be in place for process/procedure changes that affect the O+ users.
Erin Fuchs
Jillian Gaskins here are my notes from yesterday: EGIA requested that lenders do not send application notifications but that all texts/emails come from Optimus+. Lender compliance regulations likely do not permit notification management from EGIA. Lenders Action item! GS, FTL, and Microf to discuss internally and notify @Matthew Bratsis about their company policy. If EGIA cannot send notifications on behalf of the lender, will the lender allow the O+ brand to be included in the notification?
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Jillian Gaskins
Erin Fuchs: Matthew is willing to compromise by allowing the lenders to send their own small notifications, but they need to send big updates via OPTIMUS. He is still convinced that double notifications is better that the contractor possibly missing a lender's email.
Erin Fuchs
Jillian Gaskins, we can discuss this more Thursday. A few quick notes: texts and push notifications are technically different. I want to confirm you mean text messages. Also, this is planned for post-MVP since it's an addition from what Optimus does today and we want to get O+ launched.
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Jillian Gaskins
Erin Fuchs: Great reminder about text v. push notifications! I meant to say text notifications :)
The timeline is perfect! I just wanted to add a comment so everything is in Canny.
Erin Fuchs
under review