Tier3 LMS Feature Highlight

PRIORITY PILOT

Turn Tier3 activity into actionable follow-ups.

Priority Pilot transforms events, schedules, and portfolio rules into assigned tasks for the right user, role, or team.

Back to Tier3 LMS
1

Real-Time
Loan Notifications

Trigger follow-up tasks from loan events such as applications, funding, payments, collections, and operational changes.

Loan Notifications
Events
Application received (1)
Terms have changed
Funding Authorization
Electronic payment
Returned ACH payment
Loan Disposition Assigned
Uploaded Item File
Notifications
Application received
Webhook.site
Active
Priority Pilot task
2

Scheduled
Tasks

Create proactive reminders based on timing and customer or loan criteria.

Scheduled Tasks
Search*
Category
All
Date Filters
None
Task*Next Date*Time*
Term Changed
Loan Terms Changed05/12/202608:00 AM
3

Smart Payments +
Priority Pilot

Use configurable conditions and scopes to automatically create Priority Pilot tasks from portfolio activity.

Smart Payment Rule
Description
Loan PIF
Scope
Multiple Scopes
If Loan Status equals Paid
Actions
Create Task Pilot
Create Priority Pilot Task1212 - Quick Run1

Works With

Email
SMS
Webhook
Priority Pilot

Why Teams Love It

Reduce missed follow-up
Standardize workflows
Improve accountability
Prioritize high-value tasks

Smart Payment Scopes

Loan Maintenance
Returned Payments
Loan Events

Powered by Priority Pilot

Smart Payments can create Priority Pilot tasks using the Create Task Pilot action.

Loan Action Type
Create Task Pilot
Set Product Tags
Set Customer Tags
Set Loan Repayment Option