This article applies to most users



Notifications can be set up so you/your users can receive emails, text messages and website notifications when specific actions are taken on a case(s). 


How notifications work:

  • Admins control what notifications employees are enrolled to see or not see
  • Many roles can manage their own notifications
  • Under Settings > Setup Notifications you will find all the notification options and see a list of employees
  • You can modify notifications in two ways: select the employee or select the notification'
  • Notifications are sent based on 1) an activity occurred and 2) that person is a listed caseworker



Pro Tip! Want users to receive all notifications even when they are not associated with the case?

On the notifications screen, select an "Always On" option that will allow users to receive the notifications they want every time even if they are not assigned to the case. 


How to Setup Notifications

Step 1: Navigate to Settings > Setup Notifications 



Step 2: Manage notifications by selecting the user/employee or the notification

  • Under Active Notifications, click on the Gear next to the notification that you want 

  • Under Employees, select the person you want to modify

Step 3: Select which notifications you want to receive

  • Email: email notice to the email address associated to that user
  • Website: notification in the megaphone icon at the top of the screen
  • App: no longer applicable
  • SMS: sends a text message to the user (standard rates apply)

Note: Always On means the user you select will receive the notification every time, even if they are not assigned to the case.



Set up Web and SMS notifications for Individual Users

Step 1: Navigate to Settings > Company Employees 



Step 2: Click on the desired employee



Step 3: Click on Manage Notifications

Step 4: Click the box next to the notifications that you would like to receive 





Another way to navigate to notification setup would be:


Note: If a user can't access notifications then they will need to see their Company Administrator 


Company Admin Notification Setup for All Users 

Step 1: Navigate to Settings > Setup Notifications 



Step 2: Under Employees, click the Gear next to the employee 

Step 3: Click on the boxes of notifications you want just that user to receive


Are you missing a Close/Hold notification? Check where the case originated first! In the case of Close/Holds, wherever the case created or originated, is where the notification will be generated. Many of our lender clients are still using iRepo to create cases. For example: 

  • If the client is using iRepo to create cases, this is the system that will generate the notification. The notification will be sent to the email address you had in iRepo. If you need to update this email address, please submit a ticket to support@mbsicorp.com.
  • For cases that originate in RecoveryConnect, the notification will come from RecoveryConnect and will be sent to the designated recipients.


How can I see where a case originated? All iRepo cases in RecoveryConnect have a source of "Migrated" with the iRepo assignment ID.