Overview

The Email settings allow for you to make various configuration changes to the email templates sent to your borrowers.

Among these settings, you'll have access to use merge fields, conditional merge fields, and lists in your email templates.

Merge fields allow you to pull data from another portion of the portal to autofill certain information and populate this into the template itself. This can be done conditionally or create a list depending on what you are trying to achieve as well.

How to Set Up

From your loan pipeline, navigate to Settings and select the Email tab:

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Scroll down to the email you'd like to edit and select the option to edit the email template:

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Merge Fields

These are the merge fields you have available to use:

Merge Field	Meaning
PreferredName	Borrower nick name if available, otherwise first name
FirstName	Borrower first name
LastName	Borrower last name
Email	Borrower email address
SignupLink	Web link borrower clicks to signup with Floify
VerificationCode	Unique code used to authenticate a new borrower (Needs List email only)
WebsiteLink	Web link to your website domain (as set in Settings > Team Info), such as rosemortgage.floify.com.
LandingPage	Hostname of your website domain, which is the same as WebsiteLink without the "https://" prefix.
LoanName	The Loan Name field for this loan flow
Docs	List of document names you are asking the borrower to provide
DocInfos	List of document names, including their descriptions, you are asking the borrower to provide
RejectReasonDisabled	Include Reject Reason in Reject Document notices sent to borrowers
Company	Name of your company
Logo	Company logo
LenderFirstName	Lender first name
LenderLastName	Lender last name
LenderEmail	Lender email address
LenderJobTitle	Lender job title
LenderNMLS	Lender NMLS ID
LenderDirectPhone	Lender direct phone number
LenderMobilePhone	Lender mobile phone number
LenderOfficePhone	Lender office phone number
ManagerFirstName	Manager first name
ManagerLastName	Manager last name
ManagerEmail	Manager email address
ManagerJobTitle	Manager job title
ManagerDirectPhone	Manager direct phone number
ManagerMobilePhone	Manager mobile phone number
ManagerOfficePhone	Manager office phone number
PersonalNote	A personal message for the borrowers written by the lender at the time the email is sent

Add the merge field onto the template, and place a '${' at the beginning and a '}' at the end (ex. ${LastName}). Make sure you select Save to confirm any changes:

Note: Merge fields can also be used in the subject line of the message.

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The information will be dynamically pulled from the loan flow into the appropriate place on the template.

Conditional Merge Fields

Conditional merge fields will display information based on whether or not certain conditions are met, such as if the field is available for the loan flow.

The 'if' tag will dictate this conditional logic. The example below will display the Lender NMLS ID if available in the profile section:

#{if LenderNMLS}
<br>NMLS # ${LenderNMLS}
#{/if}

Add the conditional merge field onto the template. These will need to be displayed in the format below:

#{if MergeField}

<br>${MergeField}

#{/if}

Make sure you select Save to confirm any changes:

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Lists

Lists allow you to create dynamic lists of items, such as documents, automatically based on what's available for the specific loan flow.

The 'list' tag will dictate a list. The example below will display a list of documents requested from borrowers, including document descriptions:

<ol> 
#{list items:DocInfos, as:'Doc'} 
<li>${Doc.name} &mdash; ${Doc.description}</li> 
#{/list} </ol>

Select the code option in the toolbar to switch to HTML. Add the list onto the template. Make sure you select Save to confirm any changes:

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Success! Your email template will update based on the information from your account or the borrower's loan flow.

Use Merge Fields, Conditional Merge Fields, and Lists in Email Templates

Overview

How to Set Up

Merge Fields

Conditional Merge Fields

Lists