Introduction
The External Communication Settings section allows users to configure communication methods related to borrower notifications, email whitelabelling, investor reports, and email settings. These settings ensure efficient and professional external communication with borrowers, investors, and other stakeholders.
Navigating to External Communication Settings
Click the Gear icon in the top-right corner to open Settings.
Select Company Settings.
Expand Loan Setup/Origination in the left-hand navigation menu.
Click External Communication Settings.
Tip: If you cannot access External Communication Settings, ensure you have the required permissions or contact your administrator.
External Notification
Setting | Description |
Enable SMS Communication by Default When a New Borrower is Created | Automatically enables SMS notifications for new borrowers, ensuring they receive timely updates. |
Best Practice: Enabling SMS notifications can enhance borrower engagement, but ensure you comply with regional SMS regulations.
Email Whitelabelling
For a complete step-by-step guide on setting up email whitelabelling, refer to the Whitelabel Your Email Domain article. Email whitelabelling ensures emails sent from the system appear as if they are sent from your company’s domain rather than the platform’s default email.
Tip: If your domain shows as Pending, check the DNS records in your domain provider and retry verification.
Investor Reports
Investor reports allow you to automate the sending of mortgage statements to investors.
Setting | Description |
Send Email on Day X of Each Month | Specifies the day of the month when investor statements are automatically sent. |
Investors With No Earnings or Investments Receive Mortgage Statements | Determines whether investors with zero earnings or investments still receive statements. |
Forward All Investor Statement Emails to This Email Address | Allows a copy of all investor reports to be forwarded to a designated email for record-keeping. |
Best Practice: Choose an investor report day that aligns with accounting schedules to prevent processing delays.
Email Configuration
These settings define which email addresses are used when sending emails from the system.
Setting | Description |
Send From This Email | Specifies the email address that will appear as the sender of system-generated emails. |
Reply-To Email | Defines the email address where recipients can reply to messages sent from the system. |
Payment Receipt Email | Determines the email address that will receive copies of payment receipt confirmations. |
FAQs
What happens if I don’t enable SMS communication for new borrowers?
Borrowers will not receive SMS updates by default, but you can still manually enable SMS notifications for individual borrowers.
Can I change the investor report email day after setup?
Yes, you can adjust the report day in External Communication Settings at any time.
How do I ensure emails are sent from my custom domain?
Set up email whitelabelling and verify your domain to avoid emails being marked as spam.
Need Further Assistance?
For additional support, contact us:
📧 Email: support@mortgageautomator.com
💬 Live Chat: Click the question icon at the top-right corner of your screen.