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 All Documents Accepted notice.
The All Documents Accepted Notice is sent out to a borrower when all documents have been moved from the Docs Owed tab to the borrower's Docs Accepted tab. 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 All Documents Accepted Notice and select the option to Edit All Docs Accepted 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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