How do I Customize Email Templates? Email Wizard Tool.

The Email Wizard Tool is where you create and manage reusable email templates for your LendingWise account. Templates built here can be used when sending emails manually from within loan files, in automated actions, and in drip campaigns. Every template supports merge tags — dynamic placeholders that automatically populate with real data from the loan file when the email is sent.

Requires Manager (Admin Rights) to access.

How to Get There

In the left sidebar, click Settings, then click E-mail Wizard Tool. The page is titled "Manage email templates."

Pre-Built Standard Templates

LendingWise comes pre-configured with 27 standard email templates you can use as-is or customize. These are accessible via the Standard Templates dropdown. Pre-built templates 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

Selecting a standard template loads it into the editor so you can preview, customize, or save a modified copy as your own custom template. Standard templates themselves are read-only — to personalize one, edit it and save it under a new name.

New standard templates are added periodically and will be available in the dropdown when released.

Creating a New Template

1. Click Add New Email Template
2. Fill in the following fields:
   • Template Name — internal name (not visible to recipients)
   • Subject Line — the email subject (supports merge tags)
   • Body — compose your email using the rich-text editor (supports merge tags, formatting, images, and links)
3. Click Save to store the template

Using Merge Tags

Merge tags auto-populate with real data when the email is sent. The format is #FieldName# (hashtag-delimited). Do not use or [[brackets]] — those formats are not supported.

A full merge tag reference library is available on the right side of the Email Wizard page, organized by category (Borrower, Loan Info, Branch, Loan Officer, Company, and more). To find the exact tag for any field, use the Field ID and Merge Tag Display Tool: Settings > Platform Settings > Doc Library > click Display Field IDs, then use the ✂️ scissors icon next to any field in the loan file.

Common Use Cases

• Borrower emails: Welcome emails, status updates, missing document requests, closing instructions, payment reminders
• Employee emails: New file assigned, documents uploaded, closing details, task reminders
• 3rd Party providers: Appraisal order forms, draw request/inspection notices, title orders

Using Templates

Once saved, your templates are available when:

• Sending an email from inside a loan file (click the email icon at the top of the file)
• Building an automated action under Settings > Automation > Actions
• Sending a note with an email notification from the loan file

If you need additional help, please reach out to our support team at helpdesk@lendingwise.com.