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.
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.
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 below a loan ID 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 go to Customer inside of a loan and click on the email address to add the customer to the emailing queue.
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.
If you have loaded accounts into the email tool, you should have a button at the top right of the email area. Click this button to compose the email.
You have several options to help format your email. These include Text Color, Highlight Color, Bold, Italics, Underline, Bullets, Numbers, Undo, Redo, Font, Fullscreen, HTML View, Formats, Insert Image, Preview, Left Align, Center Align, Right Align, Justify Text, Increase Indent, and Decrease Indent.
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.
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.
To load an existing form email, click the email title in the list at the bottom of the drop-down.