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E-mail Wizard: email templates and merge tags

Create and manage reusable email templates and merge tags in the E-mail Wizard Tool.

The E-mail Wizard Tool is where you create and manage reusable email templates. You can use them when emailing from a loan file, in automated actions, in Pipeline mass emails and in Marketplace financing requests. Every template supports merge tags: placeholders that fill in with the loan file's data when the email is sent.

You need Manager (Admin Rights) to open it. In the menu on the left, click Settings, then E-mail Wizard Tool. The page is titled "Manage email Template".

Standard templates

LendingWise comes with 27 standard templates you can use as they are or customize. Find them in the Standard Templates list. They include:

Borrower - Login Portal · Broker - Send Full App Link · Closing Confirmation · File Deactivation · Financing Request BG · Funded Notification · Link to Full App - Borrower · Link to Quick App - Borrower · Loan Status - Required Docs · Marketing - Product Highlight - Fix & Flip · Marketing-1 · New Branch Welcome Email · New Broker Welcome Email · Order Form - Appraisal Request · Order Form - Property Insurance Quote · Order Form - BPO Request · Order Form - Lien Search · Order Form - Title Insurance · Payment Has Not Been Received · Pre-Approval Email · Required Docs Needed · Standard Esign Template · Update - Required Doc Status · Urgent - Missing Docs · Welcome Email - New Loan App · Welcome Email · Docs Pending Submission - Borrower

Picking a standard template loads it into the editor. Standard templates are read-only, so to personalize one, edit it and save it under a new name. New standard templates show up in the list as they're released. Standard templates can't be deleted.

Create a template

  1. Click Add New Email Template.
  2. Fill in:
    • Template Name: for your team only; recipients don't see it.
    • Subject: the email subject (merge tags work here too).
    • Body: write the email in the editor (merge tags, formatting, images and links all work).
  3. Click Save. The page reloads without a success message, and your template shows in the Customized Template list.

Before you send a test with Send Sample Test Mail, replace the address that's already filled in with your own.

Who can use a template

New templates are open to all four user groups: back office, branch, loan officer and broker. There are no private templates. In the template grid, each template has BACKOFFICE, BRANCH, LOAN OFFICER and BROKER buttons; click one to choose which roles or users in that group can use it.

Brokers and loan officers use templates the same way as branch and back office users: open the loan file, click Compose Email and pick the template. They only see templates shared with them.

Merge tags

Merge tags look like ##Field Name##, with two hash marks on each side (for example ##Borrower First Name##). Curly braces and square brackets [[ ]] don't work.

  • The full list is under Choose Legend on the E-mail Wizard Tool page. Type in its Search tags... box to find a field, then click the tag to copy it.
  • To find the tag for a field you see on a loan file, go to Settings > Platform Settings > Doc Library, click Display Field IDs, then use the scissors icon next to the field on the loan file.
  • Loan officer NMLS numbers for your signature: ##Loan officer NMLS## (company NMLS #) and ##Loan officer Personal NMLS## (personal NMLS #). They pull the NMLS # from the loan officer's profile.

Common uses

  • Borrowers: welcome emails, status updates, missing document requests, closing instructions, payment reminders.
  • Your team: new file assigned, documents uploaded, closing details, task reminders.
  • Third parties: appraisal order forms, draw request or inspection notices, title orders.

Where templates show up

  • Compose Email inside a loan file (the email icon at the top of the file).
  • Automated actions in Settings > Automation > Actions.
  • Mass emails from Pipeline - Main.
  • Financing requests from the Lender Marketplace (SUBMIT FINANCING REQUEST).

Delete a template

Go to Settings > E-mail Wizard Tool and click the trash icon in the ACTIONS column of the template grid. Only your own (customized) templates can be deleted.

Questions? Email helpdesk@lendingwise.com.