Mail House Templates

General

Mail house templates are template mailers that you can choose to automatically send out through LoanPro Software. The mailers are sent through our Connections platform and the service includes printing the mailer, putting it in an envelope, adding a stamp, and sending the mailer to the customer’s address.

How To

To create a mail-house template, navigate to Settings > Company > Mail House > Templates.

To create a new template, click  ADD .

The name and address fields should automatically populate with you company name and address. Enter a name for the template in the “Template Name” field.

In the content field, you can enter the actual mailer content. You can include variables in order to customize the mailer for each customer. If you want to use one of your company’s custom forms as the mailer, click Load Custom Form.

Click SELECT to the right of the form you want to use to select it. When you are done, click  SAVE . Your template has been created.

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