E-mail Templates

Almost everything your borrowers and brokers receive from you is a template. Good e-mail templates are one of the highest-return things an administrator sets up: they are the difference between a team that sounds consistent and one where every e-mail is improvised.

Where: E-mail Wizard Tool on the main menu. Available to managers and to agent-level users.

What a template is

A name you'll recognise in a dropdown, a subject line, and a body written in a rich editor with formatting, links, images and your signature block. The merge tag library sits beside the editor with a search box. Tags such as ##Borrower Name## or ##Property Address## are replaced with the loan's own details when the e-mail is sent. It's the same tag library Doc Wizard uses, except that e-sign markers work in document templates only.

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Copy tags, don't type them

A mistyped tag isn't flagged. It simply isn't replaced, and the e-mail goes out with ##Borrwer Name## in it.

Check it before anyone else sees it

• Preview renders the template with real values, which catches wrong tags.
• Send a test puts the actual e-mail in your own inbox, which catches everything else: how it looks in a real mail client, whether images load, whether it lands in spam, whether the subject is cut off on a phone.

Who can use which template

Assign each template to the audiences that should see it in their compose list: employee roles, branch users, loan officers and brokers. A template that commits you to terms probably shouldn't be sendable by an outside broker, and a broker offered four relevant templates will use them where forty would be ignored. Start narrow and widen later.

Templates are what your automation sends

The same templates are used by Automation Rules and by workflow step actions, not only by e-mails someone composes by hand.

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Editing a template changes what your automation says

A template attached to a rule goes out unattended, possibly hundreds of times. Preview and test every change as carefully as a document going to closing.

Built-in starter templates

The platform ships a few built-in templates in a separate dropdown. Several use older, generic wording that won't fit a private lending business. Use them as a guide to structure and write your own copy.

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The templates worth building first

1. Missing documents, listing the specific items
2. Application received, with what happens next
3. Term sheet issued
4. Conditional approval, with the conditions listed
5. Clear to close: date, place, what to bring, how funds move
6. Broker status update
7. Declined. Write it once, carefully; see Underwriting, Closing & Funding

Keep them short, specific and to one clear request. A templated e-mail that names the actual property doesn't feel templated.

Full detail: in LendingWise, open Loan Origination → User Guide → Templates: Doc Wizard & Email.