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 Idle Application Notice email.
The Idle Application Notice is sent out to a borrower when their application is still incomplete in a cadence you can determine. You have the option to have these notifications 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 Idle Application Notice and select the option to Edit Idle Application 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, and the loan officer will be CCed.