Understanding why emails from lendingwise or the loan post are not going to the recipient's main inbox.
To avoid your email from entering spam, junk, updates, or promotions tab inside gmail and other ISPs, we recommend you upgrade to a private label package or just leave the company info setting on the recommended setting that uses our default from email address for best email deliverability.
This will allow for your email domain to properly be authenticated for sending out of Lendingwise for all your users. Additionally with the private label package, you will have a dedicated url on your domain for the entire Lendingwise platform to run like app.yourdomain.com.
To activate the private label package typically at $200/mo please message support@lendingwise.com
Background Info on email sending from our platform:
1. As a user inside a loan file, you can send email using te compose email tool. That will help you send emails 1 to 1 from our email delivery provider, Sendgrid.com
2. You can also setup automations that send email based on your own rules & triggers. For example, when a loan status is updated to "Processing", and email will go to the processor. Or When a workflow step is clicked, it will trigger an email to specific users associated to the loan file.
3. You can also send bulk emails from the pipeline to many borrowers, or from the broker list, loan officer list or branch list. That would be considered a bulk marketing email, and may be treated as such by email providers and it will go to a marketing or updates folder. Note: We use a separate SendGrid account for these bulk emails. So make sure, you have properly configured your DNS settings with the Sendgrid DNS, SPF, DKIM settings for that sendgrid account, which is separate from the main 1 to 1 email sending account.
Other common issues affecting deliverability:
1. The content in the E-mail may have keywords that trigger spam.
2. Abusive email habits tied to automations or over sending may flag yoru domain as spam relate email.
3. DMARC policies have changed as of mid 2023 & early 2024. We highly recommend you or a qualified IT admin research the latest DMARC policies to ensure your domain is configured properly in respect to your business needs and how Emails are sent from 3rd parties like LendingWise, hubspot, salesforce, or other 3rd parties.