We are excited to introduce a highly requested enhancement: the ability to set up email to co-borrowers. With this update, we have enhanced our email templates to cater to both borrowers and co-borrowers, ensuring seamless communication within your lending processes.

Enhanced Email Functionality

Previously, our email functionality focused on facilitating effective communication between loan officers and primary borrowers. Building upon this foundation, we have expanded our capabilities to include co-borrowers as well. This enhancement empowers you to configure the email template according to borrower and co-borrower types, enabling tailored email communication for each party involved.

With the latest patch, you now have the flexibility to select recipients and customize the content of your emails. This means you can easily choose whether to send emails exclusively to the primary borrower, co-borrower, or both. By offering configurable options, we aim to streamline your communication efforts and improve collaboration throughout the loan lifecycle. (FDT-398)