Sending Emails and Messages From LendingWise

You can send emails from multiple places in the platform:

• The email icon in the Pipeline next to any loan file
• The email icon at the top of an open loan file
• The Docs tab inside a loan file

Sending an Email

Click the email icon to open the Compose Email window. From here you can:

• Write a message on the fly, or select from your saved templates or LendingWise's standard pre-built templates via the Template dropdown
• Choose your recipient(s) from the dropdown — options include Borrower, Co-Borrower, Broker, Loan Officer, Branch, Back Office user, or a custom email address
• Attach auto-generated documents from the Auto Generated Documents section
• Schedule the email for a future date/time, or send immediately
  
  

Sending a Note with Email Notification

When adding a note to a loan file, you can optionally send an email notification along with it. Choose to send either:

• The new note only, or
• The full note history

Notes can also be sent as an SMS/text message to the recipient's mobile number.

Managing Email Templates

To create or edit email templates, go to Settings > E-mail Wizard Tool. See the Email Wizard Tool article for full instructions.

If you need further support, please reach out to helpdesk@lendingwise.com.