TPO: Sending a SecureLink Email

By sending a SecureLink email to your borrower(s), you can invite them to log in to the consumer point-of-sale system (cPOS) and perform important tasks in the loan process, including filling out the loan application, signing disclosures, or uploading supporting documentation. This article provides instructions for sending a SecureLink email to your borrower(s).

Table of Contents

• Overview
• Set up borrower's account to receive SecureLink emails
• Send a SecureLink email

Overview

Using SecureLink to email the borrower ensures that the borrower's information is protected when they are accessing the consumer point-of-sale system (cPOS). The SecureLink feature also simplifies the loan process by providing TPO users with a variety of email templates that populate automatically with the necessary loan information and links. 

There are a variety of places throughout the site where users may be prompted to send a SecureLink email to the borrower, such as during the request for initial disclosures or when managing the borrower's needs list. You can also send an email to invite the borrower to complete a task at any time by selecting SecureLink from the loan menu

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Set up borrower's account to receive SecureLink emails

If you try to send a SecureLink to borrower who has not been set up as an online user, the following window will appear and prompt you to go to the Personal section of the loan application and set them up as an online user.

To set up a borrower's account to receive SecureLink emails, open the borrower's loan, navigate to the Personal section of the loan application, and select Invite to Complete a Task Online

In the window that appears, enter the borrower's email address, enter it again to confirm, and select 'Yes' for the Online User field

Additional fields will then appear for setting up a security question that the borrower will use to activate their account.

When you have finished entering the borrower's email address and setting up their security question, select Create Account. The borrower's account is now set up to receive SecureLink emails.

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Send a SecureLink Email

1. Select SecureLink from the loan menu

2. Click in the 'To' line to select which borrower to send the email to

3. Click in the 'Template' line to select which task you want to invite the borrower to perform. The available templates are determined by the current status of the loan. For example, you will be unable to invite the borrower to sign initial disclosures before completing the loan application. Once a template is selected, the subject line and email body will be populated with the relevant template text.

4. Review the email for accuracy and click Send