User Guide: Main Features > Email and SMS
NLS Interface
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Email and SMS

For a step-by-step on how to set up email and SMSShort Message Service is a text messaging service commonly used with mobile phones that uses standardized communications protocols to exchange short text messages., download the Email and SMS How-To guide.

NLS can be configured to automatically send email and SMS text messages for the following events:

The following items must first be configured before email and SMS can be used in NLS.

1. Email/SMS Servicer must be selected in System Defaults.

Click the Main slider on the shortcut bar, then Setup, then System Defaults.

Click File then select Setup to open the Setup window. Select System Defaults under System.

On the Email/SMS Servicer configuration, click on the Current Value column and choose NLS Service or NLS Client Application. This option determines whether the messages will be sent from the NLS Client Application or the NLS Service. For smaller user environments where the NLS Service may not be set up, the NLS Client Application can be used. For larger user environments and where automation is used, the NLS Service will keep track and process the message queue to send through the email and SMS servers. Both, client and service, function in the same way with the only difference being whether the client or service is processing the email and SMS.

Email/SMS History The number of days an email/SMS message that has been sent is stored in the database for historical reference.
Email/SMS Interval Process The time interval in seconds that the email/SMS servicer will attempt to send email/SMS.

2. Communication preferences, Email/SMS server, and templates in System Setup.

Communication Setup

To set up NLS for email and SMS text messaging, click the Main slider on the shortcut bar, then Setupclick File then Setup, then System > Communication. An email server and an SMS server must be configured prior to creating a communications preference.

Email Server Tab

To add a new email server, click Add Add. Enter a name for the email server and click OK.

Main Tab

Name Name of the email server.
Email Address Enter the email address as it will appear in the From line of the email.

NLS 5.7.3 and later

Time to Send
Specify the window of time during which emails are to be sent. Emails will only be sent out between the times specified. Emails generated outside of this window will be held until the specified time, at which time they will be sent. The specified time is based on the time zone of the server’s location.

Incoming (POP3) Tab (feature not yet implemented)

Outgoing (SMTP) Tab

Enter the credentials for the outgoing email server in this tab. Check with your system administrator or your email service provider to obtain the required information.

Server Address Enter the server address for the SMTP server.
Port Enter the port number used for SMTP.
Port 25Traditionally used for SMTP relaying.
Port 465Although port 465 was once recognized by Internet Assigned Numbers Authority (IANA) for secured connections using SSL, this is no longer the case. However, many services still recognize port 465 for SSL connections.
Port 587The Internet Engineering Task Force (IETF) guidelines define port 587 for secure email submissions.
Port 2525Some servers may recognize port 2525 as an alternative to port 587 in the event the other ports are blocked.
Username Enter the username for logging in to the server.
Password Enter the password for logging in to the server.
SSL Enabled When enabled, a secured socket layer connection will be used to connect to the server.
Use Windows Authentication When enabled, Windows authentication will be used to log in to the server.

Click Test to test the server connection. A dialog will appear to indicate if a connection was made successfully or if any errors were encountered.

SMS Server Tab

Nortridge Software selected Solutions by Text (SBT) as the preferred text messaging service vendor. Accordingly, NLS comes pre-configured with an interface to SBT. Please contact SBT at info@solutionsbytext.com for details on text templates and pricing. If for any reason SBT does not meet the customer’s needs, interfaces with other texting services can be engineered either by the customer or through the Nortridge Consulting Department.

To add a new SMS server, click Add Add. Enter a name for the server and click OK.

Name Name of the SMS server.
API Key Enter the API key provided by Solutions by Text.
Root Organization Code Enter the root organization code provided by Solutions by Text.
VBT Type

Choose the method that will be used to verify the SMS phone number as configured with Solutions by Text.

Note

Do not change the VBT Type without first consulting Solutions by Text. This must correspond to your configuration with Solutions by Text for proper operation.
VBT by PIN A request message with an authorization code (PIN) is sent to a customer’s device. Customer confirms authorization with a PIN verbally or entered in a web form.
VBT by Reserve Word

A request message is sent to a customer’s device. Customer confirms authorization with a reserve word response—Y, agree, or accept.

NLS 4.10.3 and later.
VBT Auto

A request message is sent to a customer’s device. Verification is done automatically without waiting for a manual response.
Time to Send Specify the window of time during which SMS messages are to be sent. SMS will only be sent out between the times specified. Messages generated outside of this window will be held until the specified time, at which time the messages will be sent. The specified time is based on the time zone of the server’s location.

NLS 5.7.3 and later

Saturday and Sunday times can be specified but are disabled by default.

Click Test to test the server connection. A dialog will appear to indicate if a connection was made successfully or if any errors were encountered.

Communication Preferences Tab

To create a communication preference, click Add Add. Enter a name and a description for the preference and click OK.

Specify for each event, whether to make the option of printing, emailing, or sending a text message available for a loan. Only items that are selected will be available as an option in a loan’s communication preferences discussed below. Choose a template for use with email and SMS.

For payments due, the message may be sent on any of one to seven days before the due date, on the due date, and one day past the due date. For credit card advance notification, the message may be sent on any of one to seven days before the advance date.

For late notice and statement emails, the notice or statement may be sent as an attachment to the email by selecting the Attach document to email option.

NLS 5.7.3 and later

Promise To Pay Reminder is sent one day prior to the due date of the promise and can only be sent Monday through Friday.

Email Template Tab

To create a new email template, click Add Add. Enter a name and click OK.

Name The name of the email template.
Email Server Drop down list of available email servers.
Alert Type Specify the type of alert that this message is to be associated with.
Subject Subject line of the email.
Body Body of the email.
Body Encoding Click to select the buttons to choose between HTML or plain text email messages.

While editing the subject and body of the template, right-click in the field and select from available keywords (variables) from the Macros menu.

Click Test to test the email template. A dialog will prompt you for an email address to send the template. Check the email to verify that the template is formatted accordingly.

NLS 5.7.7 and later

Warning

Changing the Email Server setting will clear the Email Template selection under Communication Preferences.

SMS Template Tab

To add a new SMS event, click Add Add. Enter a name for the event, choose the SMS server to use from the drop down list, and choose an alert type that will trigger the SMS from the drop down list. Choose an organization structure and select the checkbox for the template to use for this event.

Note

Templates are configured by Solutions by Text for your account.
Name Name of the SMS template.
SMS Server Drop down list of available SMS servers.
Alert Type Specify the type of alert that this message is to be associated with.
Organization Structure Choose an organization structure as provided by Solutions by Text.
Templates List of available SMS templates. Click to select the template to use.

Once all of the information in entered, click OK to restart NLS for the changes to take affect.

NLS 5.4 and later

Security

Security for communication preferences, email template, email server, SMS template, and SMS server can be set individually to view, update, add, and delete for users and groups in their respective System > Communication privileges.

3. The Communication option in Loan Group Setup.

Click the Main slider on the shortcut bar, then Setup, then Loan Setup > Loan Group.

Click the Servicing Options tab and choose the Communication preference to use for this loan group from the drop down list.

4. Loan Communication Preferences

To set up a loan with email and SMS events, query the loan and highlight it in the treebar. Select View > Communication Preferences menuClick the Loan tab on the ribbon bar then click Communication Preferences .

Note

If a communication preference is not associated with the loan group to which the loan belongs, the Communication Preferences menu will be disabled.

In the Alerts tab, select the alert types that will trigger an email or SMS for this loan. Only alert types that have been configured and selected in Setup for that communication preference are listed and can be selected. Alert types that have not been configured for email or SMS will be grayed out or will not be listed.

In the Email Address/SMS # tab, configure the email address and SMS numbers of the recipient.

In the Email Address section, click New and enter an email address of the recipient.

Or click … to choose from a list of email addresses associated with the loan.

Select the phone number to use and click OK.

Multiple email addresses may be entered separately.

In the SMS # section, click New and enter the phone number of the recipient.

Or click … to choose from a list of mobile phone numbers associated with the loan.

Select the phone number to use and click OK.

Once a phone number is entered, click Submit. A verification message, as defined in the SMS Server VBT setup, will be sent to the phone number. Follow the verification process to validate the phone number.

Note

Once a phone number has been verified, the same phone number will not require a verification even if the same phone number is added to another contact or loan. A verification will be required only after the phone number has been completely removed from the NLS database.

To delete an email address or SMS #, highlight the item in the list and click .

NLS 4.10.7 and later

Error Log

Click … next to Email Error Log or SMS Error Log to see a list of errors that has been logged for the respective connections.



Updated: 2018.08.09


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