Creating and Managing Rate Alerts

The Rate Alerts workspace groups alerts into Active Alerts, Triggered, and Disabled. Summary cards show alerts that are in the money, near the target, or out of the money.

Create an alert

1. Start from a priced rate and open Set Rate Alert.
2. Confirm the client first name, last name, email, and phone.
3. Enter the target interest rate and points. FastIQ may suggest a target 0.125 below the current adjusted rate.
4. Choose Email Only, SMS Only, or Email & SMS, and optionally assign a loan officer.
5. Save the alert, then monitor it from Pricing > Rate Alerts.

Use search plus the status and position filters to locate an alert. The table shows the client, loan details, target and current rate, status, position, notification method, and available actions.