Customize Update Welcome Email on Quick or Full Application | Scribe

Customize Update Welcome Email on Quick or Full Application

  • Cason Vaughan |
  • 16 steps |
  • 2 minutes
  • LendingwiseLendingwise
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Navigate to Your Company and Login as Manager Admin
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Click "Settings"
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Click "E-mail Wizard Tool"
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Click this dropdown.
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Click Welcome Email
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Edit the Template as you want it! Thanks for your recent loan inquiry. Our team will review it and contact you with next steps, which may require a..."
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Click the "Template Name" field. and Create New Custom Name
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Click "Save"
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Click the customize Template dropdown you should see your new Template .
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Now got the Branch you want this template to go out from: Click "Users/Contacts"
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Click "Branch"
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Click into your Branch "Ideal Lending Demo"
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Click "Web Form Integration"
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Scroll way down to QUICK APP and Click here.
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Click this dropdown. Choose your new Template
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Click "Save" at the bottom of the page