Use Merge Fields, Conditional Merge Fields, and Lists in Email Templates


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 use merge fields, conditional merge fields, and lists in your email templates.


Merge fields allow you to pull data from another portion of the portal to autofill certain information and populate this into the template itself. This can be done conditionally or create a list depending on what you are trying to achieve as well.


How to Set Up

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






Scroll down to the email you'd like to edit and select the option to edit the email template:






Merge Fields

These are the merge fields you have available to use:


Merge Field Meaning
PreferredName Borrower nick name if available, otherwise first name
FirstName Borrower first name
LastName Borrower last name
Email Borrower email address
SignupLink Web link borrower clicks to signup with Floify
VerificationCode Unique code used to authenticate a new borrower (Needs List email only)
WebsiteLink Web link to your website domain (as set in Settings > Team Info), such as
LandingPage Hostname of your website domain, which is the same as WebsiteLink without the "https://" prefix.
LoanName The Loan Name field for this loan flow
Docs List of document names you are asking the borrower to provide
DocInfos List of document names, including their descriptions, you are asking the borrower to provide
RejectReasonDisabled Include Reject Reason in Reject Document notices sent to borrowers
Company Name of your company
Logo Company logo
LenderFirstName Lender first name
LenderLastName Lender last name
LenderEmail Lender email address
LenderJobTitle Lender job title
LenderNMLS Lender NMLS ID
LenderDirectPhone Lender direct phone number
LenderMobilePhone Lender mobile phone number
LenderOfficePhone Lender office phone number
ManagerFirstName Manager first name
ManagerLastName Manager last name
ManagerEmail Manager email address
ManagerJobTitle Manager job title
ManagerDirectPhone Manager direct phone number
ManagerMobilePhone Manager mobile phone number
ManagerOfficePhone Manager office phone number
PersonalNote A personal message for the borrowers written by the lender at the time the email is sent


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}


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


#{if MergeField}




Make sure you select Save to confirm any changes:







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:


#{list items:DocInfos, as:'Doc'}
<li>${} &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 email template will update based on the information from your account or the borrower's loan flow.

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  • This is the most archaic thing I have seen in 2022 to simply send emails and texts. Example, right now I am just writing. Not learning HTML code to then format to send you. I cant think of another website or platform that does this. You should fix ASAP. 

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