oPOS: Email Management

 

 

 

Overview

The “Email Management” page contains email templates for SecureLink Emails and Notification Emails. The Loan Officer can use these templates to send and manage emails, as well as track the status of each email.

 

NOTE: Additional email templates may be added by request, however, it is recommended to utilize the Adhoc template for SecureLink emails to avoid going the route of a change request. If the goal is to have an additional standardized template for uniformity across the organization, a change request is required.

 

Table of Contents

• "Email management" Page
• Securelink Emails Section
  • Modify Securelink Emails
    • Status
    • Body Text
    • Hyperlink and Signature Line
  • Template Variables
• Notifications Emails Section
• Summary

 

“Email Management” Page

 

 

 

The “Email Management” page contains:

• Email Sections
  • SecureLink Email
  • Notification Emails
• List of Email Templates
• Action Buttons
  • Cancel Changes
  • Save 

 

SecureLink Emails Section

 

 

The SecureLink Emails section displays a list of email templates which the Loan Officer can modify. These emails are sent from the Loan Officer to the borrower.

 

Modify Securelink Email

 

 

 

Click the dropdown arrow beside any Securelink email template to open the template.  

 

 

Click into any or all of the following fields to modify/customize the email:

1. Subject Line- modify to desired subject line

2. Body of Text- modify to desired email message

3. Hyperlink and Signature Line- modify hyperlink and select signature from dropdown

4. Status- select desired status from dropdown

Note: The Template Type and Template Name cannot be modified.

 

Status

Select either Active or Inactive from status dropdown.

 

Active: makes email template visible in list to send to the borrower

Inactive: does not make email template visible in list to send to the borrower

 

Body of Text

 

 

Format the template text using the features similar to a Word document.

 

Hyperlink and Signature Line

 

Add the Hyperlink to redirect the borrower to the correct loan and task.

1. Add the hyperlink text to the body of the email- the borrower will click this link to complete the needed task

2. The Signature Line displays the name that will appear in the borrower’s email

 

 

 

Template Variables

Add template variables to the Body of Text, which will automatically customize certain areas of the email for each receiving borrower.

 

 

The system will identify the correct borrower name to fill in when the variable <%=borrowerName%> appears.  

 

Template Variables can also be used in the Subject Line:

 

 

Note: Template Variables must be entered exactly as written below:

 

 

Template Variables	Definition
{%=appraisalOrderedInfoPartialHtml%}
{%=lockingAndAdjustmentsLink%}
{%=documentsInfoPartialHtml%}
{%=docVaultLink%}
{%=firstname%}	First name of the Loan Officer
{%=lastname%}	Last name of the Loan Officer
{%=conciergeName%}	Concierge’s Name
{%=conciergePhone%}	Concierge’s Phone
{%=conciergeEmail%}
{%=borrowerFirstName%}	First name of the borrower
{%=borrowerLastName%}	Last name of the borrower
{%=subjectPropertyAddress%}	Address of the house
	Enrollment Email
{%=appraisalConfirmedInfoPartialHtml%}

 

 

Template Variables	Definition
{%=appraisalConfirmedInfoPartialHtml%}	Appraisal Confirmation Link
{%=appraisalLink%}	Appraisal link
{%=appraisalOrderedInfoPartialHtml%}	Appraisal Ordered Link
{%=bnlLink%}	Link
{%=borrowerEmail%}	Borrower’s Email
{%=borrowerFirstName%}	Borrower’s First Name
{%=borrowerFullName%}	Borrower’s Full Name
{%=borrowerLastName%}	Borrower’s Last name
{%=borrowerPhoneNumber%}	Borrower’s Phone Number
{%=BorrowerSigned%}	Borrower’s Signature
{%=cityName%}	City
{%=companyName%}	Company Name
{%=conciergeEmail%}	Concierge’s Email
{%=conciergeName%}	Concierge’s Name
{%=conciergePhone%}	Concierge’s Phone
{%=cPOSDefaultLO%}
{%=currentLoanOfficerFullName%}	Loan Officer’s Full Name
{%=customMessage%}	Message
{%=dateSent%}	Date that was sent the Loan
{%=day%}	Day of the Loan
{%=DisclosureCreatedDate%}	Data that the disclosure was created
{%=DisclosureSignedDate%}	Data that the disclosure was signed
{%=DisclosureViewedDate%}	Data that the disclosure was viewed
{%=documentsInfoPartialHtml%}
{%=docVaultLink%}
{%=emailDisclaimer%}
{%=errorMessages%}
{%=firstname%}	First name of the Loan Officer
{%=hyperlinkToLockingAdjustments%}
{%=institutionName%}
{%=lastname%}	Last name of the Loan Officer
{%=linkToClientsConsumerSiteLoginPage%}
{%=loanDetailsLink%}
{%=loanNumber%}
{%=loanSubmittedStatusType%}
{%=lockingAndAdjustmentsLink%}
{%=lockStatus%}
{%=MFACode%}
{%=MFACodeLifeTimeMinutes%}
{%=originalLoanOfficerName%}
{%=previousLoanOfficerFullName%}
{%=resetLink%}
{%=sentBy%}
{%=signBranchName%}
{%=signCompany%}
{%=signEmail%}
{%=signFullName%}
{%=signJobTitle%}
{%=signNMLSNumber%}
{%=signPhoneNumber%}
{%=stateName%}
{%=streetName%}
{%=subjectPropertyAddress%}	Address of the house
{%=subjectPropertyState%}
{%=tempPassword%}
{%=time%}
{%=TimeSent%}
{%=zipCode%}

 

 

 

Notification Emails Section

 

 

The Notification Emails Section displays a list of the emails that are sent automatically by the system. For example, if the LO orders an appraisal, the system automatically generates an email and sends it to the borrower.

 

Notification Emails can be modified by following the same modification process explained above for the Securelink Emails.

 

 

 

Summary

The “Email Management” page allows the LO to modify email templates to the specific needs of each individual borrower and loan file.