Disclosures Emails Available and Customizable Through Email Coordinator

Posted 13 days ago by José Gómez

J
José Gómez Admin

03/15 Beta, 04/19 Prod

Purpose of Update and Benefit

Disclosure Package related emails have been updated to address feedback concerns around language and the copy can now be customized. 

Current Behavior

Current Email copy is not customizable ad-hoc and requires product updates to make any changes.

New Behavior

The default email copy has been updated to reflect lender feedback. With this update, you will now be able to customize email copy 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. 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 from the Disclosures Product Guide section in Highspot.

0 Votes


0 Comments

Login or Sign up to post a comment