Edit My Reject Document Notice Email

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 edit your Reject Document Notice email.

The Reject Document Notice is sent out to a borrower when you have rejected a document they have uploaded. This then allows the borrower to see the reason why the document was rejected and to select a different document to upload to you. These can be sent out automatically or you can disable the notification from being sent out at all.

Similarly to the Add Document Notice, Floify will wait for 15 minutes after the most recent rejected document prior to sending the notice. The window is reset each time a pending document is rejected. This gives origination teams the ability to reject multiple documents that will then trigger only a single notification to the borrowers.

How to Set Up

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

Scroll down to Reject Document Notice and select the option to Edit Reject 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.