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 edit your Deadline Notice email.
The Deadline Notice is sent out as a reminder to a borrower based on the deadline date you've set in the borrower's loan flow along with settings you have full control over. You have the option to have these sent out automatically or to disable the notification from being sent out at all.
How to Set Up
From your loan pipeline, navigate to Settings and select the Email tab:
Scroll down to Deadline Notice and select the option to Edit Deadline Notice:
Adjust the email subject or email body by typing in the text boxes. You can also use the toolbar at the top to adjust the text, add links, or add images. Make sure you select Save to confirm the changes:
Note: Our default template is listed below the box as the example.
Success! The new email template will be sent to your borrowers moving forward.
can you have the notifications be set to turn off within a certain timeframe such as all notifications turn off within 24 hours or 48 hours? It is a challenge to remember to turn each one of these off for each item and each loan
Hi Alan Christian - you can customize the cadence of these notifications and have them stop automatically sending based on criteria you set. The settings for this can be found by following these steps:
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