Using Merge Fields, Conditional Merge Fields, and Lists in Milestone Templates

Overview

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 using merge fields, conditional merge fields, and lists in milestone 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:

Merge Fields

These are the merge fields you have available to use:

Add the merge field onto the template, and place a '${' at the beginning and a '}' at the end (ex. ${LastName}). Make sure you select Save to confirm any changes:

Note: Merge fields can also be used in the subject line of the message.

The information will be dynamically pulled from the loan flow into the appropriate place on the template.

Conditional Merge Fields

Conditional merge fields will display information based on whether or not certain conditions are met, such as if the field is available for the loan flow.

The 'if' tag will dictate this conditional logic. The example below will display the Lender NMLS ID if available in the profile section:

#{if LenderNMLS}
<br>NMLS # ${LenderNMLS}
#{/if}

Add the conditional merge field onto the template. These will need to be displayed in the format below:

#{if MergeField}

<br>${MergeField}

#{/if}

Make sure you select Save to confirm any changes:

Lists

Lists allow you to create dynamic lists of items, such as documents, automatically based on what's available for the specific loan flow.

The 'list' tag will dictate a list. The example below will display a list of documents requested from borrowers, including document descriptions:

<ol> 
#{list items:DocInfos, as:'Doc'} 
<li>${Doc.name} &mdash; ${Doc.description}</li> 
#{/list} </ol>

Select the code option in the toolbar to switch to HTML. Add the list onto the template. Make sure you select Save to confirm any changes:

Success! Your milestone email template will update based on the information from your account or the borrower's loan flow.