Email Tool

General

The email tool lets you easily send emails to any customer or group of customers.  You can save the emails you compose as forms so that you can use them again and again.  LoanPro also lets you use variables in your emails so you can easily pull in borrower and loan information to make emails specific and informative to the recipient.

Adding Email Recipients

Before you can compose an email, you must first specify one or more email recipients.  This can be done in several ways.  First, you can send a group of loans from the loan list to the email tool.  Second, you can choose specific loans from the loan list to add to your list of recipients.  And finally, you can click on a customer’s email address inside of a loan.

Let’s start by adding customers from the loan list.  Navigate to Loans > Loan Manager inside your company account.

Loan Manager

Now do a search for the loans that have customers which you want to email.  Once you have run your search, select the “Email List” option from the Data Options drop-down menu in the top right corner of the Loan Manager page.Data Options By selecting this option, the search parameters specified from this list of loans is sent to the Email tool and the loans that fall within those parameters at the time you send out the email will be included in the list of recipients. Once you click this option, you will be taken to Tools > Customer Communication > Email to complete the email process.

The second way to add recipients is to click the  icon to the right of a loan listing to add it’s customers to the list of recipients. After you have selected the accounts you would like to email, navigate to Tools > Customer Communication > Email to complete the email process.

Finally, you can click on the email address or email icon inside the customer pop-over in the loan header of a loan.

.Customer Pop-over

If you click the email address, that email will get added to the list.  If you click the  icon the email will be added to the list and you will be taken to Tools > Customer Communication > Email.

Composing an Email

To compose an email with the LoanPro email tool, navigate to Tools > Customer Communication > Email inside your company account.

Email Tool

If you have loaded accounts into the email tool, you should have a  Compose Email button at the top right of the email area.  Click this button to compose the email.

Compose Email

To create a new email, choose one of your verified email addresses from the From drop-down.  When the email is received, it will look like it came from this email address.  Enter a subject into the Subject field and the body of the email into the text box provided and click  Send.

You have several options to help format your email.  These include font color, highlight color, bold, italicize, underline, bullet, number, undo, redo, font, font-size and HTML View.

Email Format Options

You can also enter variables into the email which will merge in information that is specific to each recipient and their loan.  You can access the variables by clicking  Help variables.  To use the variables, click  Help Variables.  Use the search field to search for the variable you want to use.  Click the variable to view the options for that variable.  Click the hyperlink variable to insert it into your email.

Use Variables

If you would like to see what the email will look like before you send it, click the  Preview button. This will show you the email with fake data merged in place of your variables so you can get a better idea of what your customer will see. Note that the data is fake and will not match the data of any customer within your company.

You can also use one of your form emails instead of composing an email or you can compose an email and save it as a form email.  These options are all available in the Email forms drop-down.

Form Emails

To save the email you composed as a new form email, choose the Save as new option from the Email forms drop-down.  You will then need to enter a title for the form in the Form Title field.

New Form Email

and click Save.

To load an existing form email, click the email title in the list at the bottom of the drop-down.

 

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