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Use Merge Fields in My Email Signature

Overview Merge fields are available for you to dynamically pull data from the loan flow and enter it into your email signature as needed. ...

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Written by Foster Siebken

Overview

Merge fields are available for you to dynamically pull data from the loan flow and enter it into your email signature as needed. This is essentially just a snippet of code that can populate data into the template.

How to Use

These are the merge fields you have available to use:

Merge Field

Meaning

LenderFirstName

Lender first name

LenderLastName

Lender last name

LenderJobTitle

Lender job title

LenderEmail

Lender email address

LenderDirectPhone

Lender direct phone number

LenderOfficePhone

Lender office phone number

LenderMobilePhone

Lender mobile phone number

Company

Name of your company

Logo

Company logo

LenderEmailSignatureImage

Lender email signature image

CompanyNMLS

Company NMLS ID

CompanyDisclaimer

Company Corporate Disclaimer

LenderNMLS

NMLS ID# 100456

To add to your email signature template, select your email address in the top right hand corner:

Screen_Shot_2020-08-27_at_12.01.43_PM.png

Scroll down to Email Signature and select the option to Edit Email Signature:

Screen_Shot_2020-08-27_at_12.01.52_PM.png

Add the merge field onto the template, and place a '${' at the beginning and a '}' at the end (ex. ${PreferredName}):

Screen_Shot_2020-08-27_at_12.02.02_PM.png

The merge field will dynamically pull the data from the appropriate field into the email signature as it's listed in the profile settings for the account.

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