Loan application submission template

Introducing a Loan Application Submission Email Template within our Sales product offers numerous advantages, enhancing both internal processes and customer interactions. This feature ensures that applicants receive immediate, clear, and professional confirmation of their loan application submission. Here are the key value propositions:

  1. Immediate Acknowledgment: Provides applicants with instant confirmation that their loan application has been received.
  2. Professionalism: Ensures a standardized and professional communication approach, enhancing the company's image.
  3. Customer Reassurance: Offers transparency and reassurance to applicants that their application is being processed.
  4. Streamlined Communication: Reduces the workload on customer service by preemptively addressing common applicant concerns.
  5. Documentation and Compliance: Maintains a documented record of communication, aiding in compliance and audit processes.

View Setting

➡️ Profile icon > Settings > Proposal > Loan application submission > View

 

Create template

➡️ Complete template contents > Save

Create an email and SMS template in the respective tabs to automatically inform customers when a loan application is submitted. If you do not wish to send either option leave the contect blank and the template will not trigger.

 


Use tagging to help add information and helps reduce administrative work

What action triggers this notification: 

  • In the opportunity template, you will set the 'Send proposal template' and use the tag, proposal_portal_url. 
  • Once an opportunity is created and when sending a proposal to a customer via email, this link will be in the email template using this link, the customer can view the proposal portal.
  • The customer needs to enter the required information in all the steps in the portal.
  • In the Proposal portal step 4 - Payments, customers have the option to select either "Pay in full" or "Finance" for payment
  • If a finance option is opted > Continue and finish the next step. Once done, this email & SMS will be sent to the customer upon submission of the loan application.