Navigate to Your Company and Login as Manager Admin

- Select standard templates-
Borrower - Login Portal
Broker- Send Full App Link
Closing Confirmation
File Deactivation
Financing Request
Link to full app- Borrower
Link to quick app- Borrower
Loan Status -Required Docs
Marketing- Product Highlight- Fix & Flip
Marketing-1
New Branch Welcome Email
New broker Welcome Email
Order Form- Property Insurance Quote
Order Form- Settlement One Appraisal Request
Order form- BPO Request
Order form- Lien Search
Order form- Title Insurance
PAYMENT HAS NOT BEEN RECEIVED
Pre-Approval E-mail
Required Docs Needed
Update-Required Doc Status
Urgent-Missing Docs
Welcome E-mail- New Loan App
Welcome Email

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..."

Hi ##Borrower First Name## , 

Thanks for your recent loan inquiry. Our team will review it and contact you with next steps, which may require additional information. We aim to send term sheets within 24 hours or less. 

Looking forward to get your loan approved & closed ASAP!

Regards,
##Logged In User##
Email: ##Logged In User Email##
Phone: ##Logged In User Phone##
Fax: ##Logged In User Fax##

Click the "Template Name" field. and Create New Custom Name

Click the customize Template dropdown you should see your new Template . 

- Select customized templates-
Marketing- Product Highlight- Fix & Flip
Welcome E-mail- New Loan App
Welcome E-mail- Quick App

Now got the Branch you want this template to go out from: Click "Users/Contacts"

Click into your Branch "Ideal Lending Demo"

Scroll way down to QUICK APP  and Click here.

Click this dropdown. Choose your new Template

Copy Mail Content From Customized Templates
Marketing- Product Highlight- Fix & Flip
Welcome E-mail- New Loan App
Welcome E-mail- Quick App

Customize Update Welcome Email on Quick or Full Application

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