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Thank-you page and automatic email after an application

Show a thank-you message and send a welcome email after someone submits your webform.

After someone submits one of your webforms, you can show them a thank-you message on screen and send them a thank-you (welcome) email. Both are set per branch and per form.

Part 1: The on-screen thank-you message

This is what the applicant sees in their browser right after they submit the form.

  1. Go to CRM > Branch > Branch List and click your branch.
  2. Open the Web Form Integration tab.
  3. Click the gear on the form's card: Full App, Quick App, Uniform Residential Loan Application or Broker Registration. Each form has its own message.
  4. On the After submit tab, choose:
    • Show a thank-you message: edit the text, add your logo and change the basic styling in the editor; or
    • Send them to a page on my website: enter the Redirect link/URL (include http:// or https://). Until a URL is entered, visitors see the thank-you message.
  5. Click the save button at the bottom of the window. The new message shows the next time someone submits the form.

Part 2: The thank-you (welcome) email

Simplest option: the form's Welcome email

  1. In the same gear window (CRM > Branch > Branch List > branch > Web Form Integration > gear on the Quick App or Full App card), open the Welcome email tab.
  2. Choose Yes for "Send the borrower a welcome email after they submit the form?".
  3. If you like, tick CC To Loan Officer & Broker, copy the content from one of your customized email templates, and edit the subject and message.
  4. Click the save button at the bottom of the window.

Each card shows a badge such as "Welcome email on" or "Welcome email off" so you can check it at a glance.

More control: an automation

Use an automation if you need more control, for example sending from a different person or when the file reaches a certain status. An automation has two parts that work together:

  • Action: what happens (here, sending an email).
  • Rule: when it happens (here, when the Primary File Status becomes "Lead").

Step 1: Create the email (the action)

  1. Go to Settings > Automation > Actions and open the E-mails tab.
  2. Click Create Notifications. You can start from a template made in Settings > E-mail Wizard Tool.
  3. Write your thank-you email: a welcome, next steps and your contact details. Use merge tags for the applicant's name, loan program and other details.
  4. Give it a clear Subject, such as "Thank You, Application Received". The Subject is how the email is named in lists. Click Save.

Step 2: Create the rule (the trigger)

  1. Go to Settings > Automation > Rules and click Create Rule. Pick the File Type / Module first.
  2. Under Rule triggered when, choose Primary File Status and pick "Lead" (or whatever status new applications get; it's set per form under the gear's Default file status tab).
  3. Click Done, then add the email under the instant actions and tick the email you created in Step 1.
  4. Set who receives it, usually the borrower/applicant.
  5. Save the rule. New rules save as ON.

From then on, every new application that gets the Lead status sends your thank-you email.

Tips

  • Test it first. Submit a test application through your webform to check both the on-screen message and the email.
  • Keep the email short. Confirm you got the application, say what happens next and give a contact.
  • Set it per branch. If you have several branches, each can have its own messages and rules for its own branding or process.

Questions? Email helpdesk@lendingwise.com.