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 add document notice email.
The Add Document Notice is sent out to a borrower when new document requests are added to the borrower's loan flow. You have the option to have these sent out automatically, manually, or to disable the notification from being sent out at all.
Floify will wait for 15 minutes after a document request is added to the loan flow prior to sending the Add Document Notice. This 15-minute timer resets each time a request is added. This gives origination teams a window to add multiple new requests to the loan flow while only sending one notification to the clients.
How to Set Up
From your loan pipeline, navigate to Settings and select the Email tab:
Scroll down to Add Document Notice and select the option to Edit Add Document 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.
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