Skip to main content

Email Preview Email Notices to Myself

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

F
Written by Foster Siebken

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 email a preview of your email notice to yourself.

How to Set Up

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

Screen_Shot_2020-10-30_at_9.00.32_AM.png

Locate the email template you want to email a preview for and select the Email Preview to Me option:

Screen_Shot_2020-11-03_at_7.25.33_AM.png

Success! A preview of the email template will be sent directly to the email listed on your Floify account so that you can see what it looks like from the borrower perspective.

Did this answer your question?