Email lenders Supporting Documents.

This feature allows you to send lender supporting documents that are saved in your deal. Select the required deal in your workflow. 

Go to “Broker Tools” and select “Compare Loan Products” and pick a lender. Once a lender is selected, documents can be emailed from the lodgement tab.

Select “Lodgement” and click on “Send Documents”.

Simply select the sender, select a template/edit content, and select documents to send. Here is an article on creating email templates.

* Note that the accepted file size depends from lender to lender and some large files may not be accepted. 

Once the email is sent it will be saved as a deal note. The same action exists in the deal view as well.

Lender will receive an email with your organization branding. Notification with email details will appear in the "Notes" section.

Here is a video demo of this feature: