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Course: Email Notifications
Description:
The Email notifications module allows participants to better understand the complete set of borrower and lender notifications available in the Lender Dashboard.
Prerequisites:
- Borrower Setup
- Borrowing Base Formula Setup
- Reporting Schedule
- Conducting a Review – Manual Submission
- Switching from Manual to Electronic
Duration:
TBD
Learning Outcomes:
At the end of this training, participants will be able to:
- Recognize the purpose and best practices of each Email Notification
- Configure the Email Notifications in the Lender Dashboard
- Request copies of email notifications to a Lender User
Topics covered:
1. Lender Dashboard Review Process
- Overview of the key configuration steps leading to a loan review
- Email Notifications and the Lender Dashboard
2. Configuration of Email Notifications
- What emails should you send to your borrower
- Setting up a send date
3. Sending email copies to a Lender User |
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