• Client Experience
  • Client Experience Templates

You now have the option to create multiple templates for client scenarios that you deal with most often.

In preparing an outbound Client Experience for email distribution to a client(s) we now provide templates streamed by application purpose – buying a home, refinancing a home, or renewing a mortgage. These templates help streamline the process of creating the outbound email and are considerate of the documents that the client(s) will need to provide to a chosen lender for these three unique purposes.

You can expand on the templates by creating your own additional templates to meet your specific needs. This will help you speed up your process and make you more efficient with your clients!

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