Mail House – Address Blocks & Templates

Introduction

In the Mail House – Basics article, we gave an overview of the mail house feature and what it is. In order to send anything through this service, you'll need to set up your own address block create at least one template. Address blocks are pretty straightforward, but creating templates can be a complex topic because it involves variables, formatting, and possibly HTML.

This article will go explain how to set up defaultaddress blocks and create templates.

Address Blocks

The address block is the writing on the outside of the envelope—addresses of both sender and receiver. These can both be set within individual templates, but when you navigate to Settings > Company > Mail House > Address Blocks, you can edit their default values.

When you first arrive at the page, it shows your current address block defaults. Clicking 'Edit' lets you change the from address to any address. The To Address lets you select between the primary customer and secondary customer's address. Remember, though, that none of the settings on this page actually determine what goes on the envelope; that's controlled by settings within each individual template. The settings here are defaults, the options that are pre-selected when you create a new template.

When you're happy with your changes, click 'Save'.

Templates

To create a template, navigate to Settings > Company > Mail House > Templates in LMS, and click 'Add' in the top right corner. From there, you can start entering in the information for your template.

The first thing to do is enter general information about the template and the to and from addresses associated with it. The following information can be entered:

Fields

Description

Template Name

This name should distinguish your template from other templates you may create.

From Name

This is the name of the person or company who's sending the mail piece generated from this template.

From Address

The return address of the person or company sending the mail piece generated from this template(probably the lender's address).

Zip Code, City, State

The zip code, city, and state of the return address.

To Address

Mail will be sent to the primary address of either the primary customer or secondary customer. Specify which address the mail piece generated from this template should be sent to. Mail can be sent to individual and company customers.

Contents

You have two options for providing the content or text of the document you will mail: HTML and Microsoft Word (.docx). When you choose to add a template, you can select the type of content you want to use from the drop-down.

HTML

If you choose the HTML option, but you don't know HTML, never fear! LoanPro provides an editor where you can both add and format content. If you have an understanding of HTML, you can directly edit the source code to create templates that look exactly as you want. For more information on using HTML source codes, see Working with Custom Forms Variables.

Directly editing HTML will give the best results if you're trying to re-create a form you already have.

If you don't know HTML, you have several formatting options, similar to a simple word processor. Our Custom Forms Editor Options article has more information on the available options to format your documents.

DOCX File

The .docx file option allows you to upload a Microsoft Word file as your template. Make sure that your Word file is a .docx and not a .doc as the older .doc does not work.

To upload a file, drag and drop it to the drop zone. Save the template and you are ready to go.

Entering Variables

Variables can be confusing if you don't have much experience with them. Let's take a look at the basic use of variables.

Variables are a way for you to merge a customer's loan information into your letter. When a template is generated, customer and loan information will be merged into the document in place of variables. In order to make your final, generated document look correct, it's important to use the right variables, know how the data they will merge looks, and make sure your spacing is correct.

To see the list of available variables, click Help variables at the bottom right of the page. Variables are organized into categories, based on the information they represent. For instance, if you wanted to include the customer's name, you would need to locate the 'Customer' category. Click 'Primary' then 'Customer Personal' to find the customer name variable.

If we want to use the customer first name variable, once we've located it, we can click the variable name to show more information. Information will show in the pane on the right side. Click the Help Variable ID link, to insert the variable in the text box. You can also copy and paste the variable name or event type it directly into the box.

Repeat the process with the 'Last Name' variable. Once you're done, click 'Save.'

Here's an example of what your template might look like:

Hello, [[v('customer.primary.first-name')]] [[v('customer.primary.last-name')]].

In this example, you can see that there are two variables, which are each surrounded by a set of square brackets . It may look confusing, but these brackets are there to separate one variable from another and to separate variables from the static text in the document. The first variable included is the 'customer primary first name' and the second variable is the 'customer primary last name.'

When the system generates a document, it will pull the customer's name information in place of those variables. For example, it would now say something like, "Hello, Jeff Smith."

Another example:

Hello, [[v('customer.primary.first-name')]] [[v('customer.primary.last-name')]].
You are [[v('status-days-past-due')]] days past due on your payment.

In this example, we've added another variable on the next line, which is 'status days past due.' This variable represents the number of days past due a borrower is on their loan payments. When the system generates the document using the variables and text above, the document would then say something like this, "Hello, Jeff Smith. You are 20 days past due on your payment."

If you would like to read more information about variables, take a look at Working with Variables.

The templates saved will be listed here on the templates page.

Customer Use Cases and Questions

Templates can be used for any customer communication within LMS. Since lenders can't send mail electronically without the borrower's consent, templates are an easy way for lenders to send out quality communications while remaining compliant.

Does LMS have an existing library of forms? No, we do not. However, if you need additional help configuring your form, you can contact our Customer Success team. If you're looking for some examples, see our article CFPB Small-Dollar Rule Templates.

If I have a well-designed template, can I add it in LMS? Of course! You can recreate it in LMS. When you add the template, make sure you are using the variables that LoanPro uses.

Can I add any information available in LoanPro to my template? There are a set number of variables, but there are plenty of them available. Our Context Engine Glossary article lists all available variables.

What's Next?

Our Formatting Functions and Template Logic articles provide additional information on the blitz language used for variables, loops, and formatting dates and numbers. We recommend taking a look at those if you're interested in learning more.


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