Disclosure Package related emails have been updated to address lender feedback, and the copy can now be customized.
With this update, you will now be able to customize all email copy (Subject Line and Body content) for Borrowers, Third Party Recipients, and Lenders. For Borrowers and Third parties, emails can be customized based on the type of loan, package, and activation status.
Additionally, the login button within the emails will have the template parameter within the URL - indicated in the screenshot below.
In this screenshot, you can see that the boxed text in the subject line and body content are text that we have personally added to this specific email itself.
The template parameter should then be referenced when requesting updates to specific templates.
A workbook to reference the full list of templates and to request specific emails to be customized can be downloaded HERE.
Reading Workbook
| Description | Example | |
| 1 | Column A contains the names of each email template. |
DISCLOSURES_TPR_READY_INITIAL_LOAN _ESTIMATE_MORTGAGE |
| 2 | Column B specifies which loan type the template is applicable to. | MORTGAGE |
| 3 | Column C specifies which package type the template is applicable to. | INITIAL_LOAN_ESTIMATE |
| 4 | Columns D, E, and F specify the combination of attributes that determine which email template is sent out. |
Column D: TPR Column E: Ready Column F: Not Activated |
| 5 | Use the number listed in the G cell to reference against the templates listed in the 'Email Templates' Sheet. | Email template 1 |
| 6 | Columns H shows the email subject line of the email template | [{{lenderFriendlyName}}] - {{packageName}} ready for you |
| 7 | Column I shows the body content for the email template. |
Hi {{emailRecipientFirstName}}, Please login at your earliest convenience to review your {{packageName}} as part of a transaction {{primaryBorrowerFirstName}} has with {{lenderFriendlyName}}. {{packageDescription}} To review as soon as possible, please login using the link in the button below. If you have any questions please feel free to contact {{primaryAssigneeFullName}} at {{primaryAssigneeEmail}} or {{primaryAssigneePhoneNumber}}. The activation link in this email is unique to you. Please do not share it with anyone. |
| 8 | Columns J can be used to input your customized email subject line. |
EXAMPLE CUSTOMIZATION (in bold) [{{lenderFriendlyName}}] - {{packageName}} ready for you to take action immediately |
| 9 | Column K can be used to input your customized body content. |
EXAMPLE CUSTOMIZATION (in bold)
Hi {{emailRecipientFirstName}},
Please login at your earliest convenience to review your {{packageName}} as part of a transaction {{primaryBorrowerFirstName}} has with {{lenderFriendlyName}}.
{{packageDescription}}
To review as soon as possible, please login using the link in the button below. If you have any questions please feel free to contact {{primaryAssigneeFullName}} at {{primaryAssigneeEmail}} or {{primaryAssigneePhoneNumber}}. We will do our best to respond to your questions immediately.
The activation link in this email is unique to you. Please do not share it with anyone
|
Email Types
| Ready emails | Reminder emails |
| Triggered on successful disclosure package creation. | Triggered if the package recipient did not complete package envelopes. |
Account Activation Status
| Activated | Non-Activated |
| Recipient already activated their Blend Account at the time of email. | Recipient has not activated their Blend Account at the time of email. |
Other Details
| Package Descriptions | Default values |
| Initial Loan Estimate | Recipient already activated their Blend Account at time of email |
| Revise | Recipient has not activated their Blend Account at time of email |
Submit Workbook to Blend
Email support@blend.com with the template names and customizations you would like to add. If you would like to update templates in bulk, please attach the workbook noting which templates to customize.
DISCLAIMER: The features on this page may not be applicable to your institution. Please reach out to Blend Support (support@blend.com) for more information on what features are enabled for your use.
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