Sending Emails and Messages From LendingWise
Sending messages or emails from Lendingwise.
- You can also send E-mails by clicking the email icon located in the pipeline, inside the loan file top of the page, or in the docs tab.
- You can write up an email on the fly or choose from the standard templates or custom-made templates from your email template library.
- While making notes you can choose to send an email notification with the note only or full note history OR you can send the note as an SMS/text message.