Miscellaneous Setup Items
      Back to home
      1. LendingWise - Help Center
      2. Setting Up The Platform
      3. Miscellaneous Setup Items

      How to Enable Mass Emailing at The Branch Level

      In order to send out any bulk emails from your branch, it must need to be enabled first. Here are the steps to set up Bulk or Mass email.

      1. Log in to your LendingWise back office.

      2. Click "Users/Contacts"

      3. Click "Branch"

      4. Click on the branch that you would like to enable mass emailing for.

      5. Toggle the "Allow to mass email?" switch to the ON position.

      6. Scroll down to the "User Permission Settings" section and click on the drop-down arrow toward the right-hand side of the screen.
      7. Click "Save". The branch should now have access to mass emailing.

      Step by step walk-through below.