The Milestone settings allow for you to make various configuration changes to your milestones, milestone templates, deadlines, and reminders.
Among these settings, you'll have access to edit your milestone email templates.
Milestones are the important checkpoints in the life cycle of obtaining a loan. These are incredibly helpful for sending out updates to borrowers and third parties in a matter of seconds. The milestones are completely customizable with HTML.
Milestone changes apply to future loan flows.
How to Set Up
From your team pipeline, navigate to Settings and select the Milestones tab:
Scroll down to Milestones and select the option to Manage Milestones:
Select the Edit Email Template icon towards the right of the milestone name:
Make adjustments to the email template including the subject line or body. Make sure you select Save to confirm your changes:
Note: Milestone templates need to be set up in HTML. If you need assistance configuring the HTML, please reach out to email@example.com.
Success! The milestone email template will be updated for future borrowers.