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What notifications are sent to my stakeholders?

By using Debt Tracking to monitor your financing operations, you benefit from a system of automatic notifications. In this article, find out how it works, as well as details on notification sending.

Contents

  1. How automatic notifications work
  2. Comprehensive list of automatic notifications
  3. Examples of automatic notifications

1. How automatic notifications work

Who receives automatic notifications? 

Automatic notifications are sent exclusively to the contacts registered in the operation, whether they are affiliated with the entities managing the operation, the Lenders or the Borrower.

When are automatic notifications sent? 

Notifications are sent as a result of events in your operations, i.e. : 

  • Depending on covenant settings: alerts for covenant deadlines or deadlines passed
  • Following an action by a stakeholder: Borrower response to a covenant, sharing of a covenant control with Lenders, summary of documents added to the dataroom, etc.

How do I manage automatic notifications?

As an operation manager, you have full control over the management of notifications for yourself and your stakeholders. You can modify the settings for each of your operations at any time. See the page on notification settings.

In addition to automatic notifications, you can also send personalised notifications to your stakeholders. See the page on personalised notifications.

2. Comprehensive list of automatic notifications

The notifications below are activated by default. They can be configured at any time by the administrator.

Automatic notifications sent to the operation manager and the Borrower: 

Events related to covenant:
  • Alerts when a control is due on D-30, D-15, D-7 and D-1
  • Reminder every 15 days after a deadline has passed, if the Borrower has not yet responded
  • Breach declared by a member of the management team
  • Summary of covenant validated by a member of the management team
  • Result declared non-compliant by a member of the management team

On dataroom activity

  • Summary of documents added to the dataroom

The operation manager also receives notification when the Borrower respond to a covenant and if an entity changes its bank details.

Automatic notifications sent to Lenders:

On events related to covenant

  • Summary of covenants validated by the operation manager
  • A breach has been declared by the operation manager

On dataroom activity

  • Summary of added documents 

3. Notification examples