How To Set Up An Automated "Thank You" Email After An Application is Submitted

Automating Emails After Primary File Status Changes, like when a Loan Application is Submitted.

This article and step-by-step walkthrough will show you how to create an automated email that is sent to someone that just completed your application.

Automations consist of an Action and a Rule. In this example, the Action is an email, so we'll cover how to create the email message first, then we'll show you how to create the rule. The rule will be to send the email message when the Primary File Status becomes a Lead.