Set Up An Automated "Thank You" Email After An Application Is Submitted

Click "Settings"

Click "Automation"

Click "Actions"

Click "E-mails"

Click "Create Notifications"

Click "Instant" since we plan to send this message instantly after someone submits a new loan application.

Select who you want to "Send Email From" from the options in the drop-down menu.

Click the "Select or Enter Recipient(s)" field. For this email message, we selected "Borrower".

Type your subject in the "Subject" line. In this case, we used the subject line of "Thank you for submitting your application" but you can type anything you want that is relevant and will help you find it later.

Then click in the body of the email message and start typing your custom email message.

Once you're finished with your email message, click "Submit".

Now you should see the message you just created in the list of email messages available for your automations.

Now we need to create the rule for the automated email. Click on "Rules".

Click "Create Rule"

Choose an option from the "Select File Type/Module" drop-down list.

Type in a relevant name in the "Rule Name" field. In this case, we used "Thank you email after new loan submitted" but you can type anything you want that will help you find it in the future.

You can also type in a description that will help you know what this automation rule is for, if you wish.

Then select an option from the "Rule triggered when" drop-down lost. In this case we chose "Primary File Status".

In this field we selected "Lead" from the options. So we want this email to get sent out as soon as this file is given the Primary File Status of Lead, which would be right after they submit the quick app (in this example).