Notifications: your catch-up view

The notification bell in the portal header is your catch-up view for events that happened while you were away. It opens the full list at /client/notifications.

What shows up

Six event types land here as they happen:

• Payment received on one of your accounts
• Dispute filed by a consumer
• Account status changed
• Placement completed (a file finished importing)
• Recall processed
• Report ready

New notifications arrive in real time while you are in the portal, so the bell doubles as a live feed during the workday.

How to work it

Skim the list when you sign in — it is the fastest way to see what changed since your last session without opening each area of the portal. Click a notification to mark it read, or use Mark all read. Read state is shared across your team, so a colleague clearing the list clears it for everyone.

When a notification needs follow-up, go to the relevant page: a dispute to the compliance view, a payment to the account, a placement to the placements list.

Delivery

Today, notifications live in the portal — there is no per-event email delivery. If your team wants specific events by email — say, every completed remittance to your finance inbox — raise it with your account team through /client/messages so they can set up the right reporting cadence instead.

Tip: pair notifications with a saved report in the report builder — notifications tell you something happened; the report quantifies it.