Introduction
Email Settings let you customize sender information and the appearance of system messages sent from the Investor Portal. This helps align communications with your brand and maintain professional investor engagement.
Navigating to This Section
Click the gear icon in the top-right corner to open Settings.
Select Investor Portal.
Click Communication Settings.
Select Email Settings.
Tip: If you cannot access Email Settings, ensure you have the necessary permissions or check with your administrator.
Email Settings
Configure Email Settings
Field | Description |
From Email Address | The email address that will appear in the From field on all outgoing investor emails. Replies will be directed here. |
Contact Us Email Address | The email that receives messages sent through the Contact Us form in the Investor Portal. |
Tip: Use a monitored email address for both the From Email Address and Contact Us Email Address to ensure timely communication with investors.
Customize Email Templates
The following templates control automated communications triggered by common investor actions:
Template | Purpose |
Add Account | Sent to the fund manager when an investor requests to add a new account. Includes request details. |
Enabling Account | Sent to the investor when their account is enabled. Contains login link and temporary password. |
Reset Password | Sent to the investor when they initiate a password reset. |
Contact Us | Sent to the designated Contact Us Email Address when an investor submits a contact request. |
Info: Email templates are managed within the PDF Template Editor and support dynamic fields for investor-specific content.
FAQs
Can I set a different “From” address per fund?
No. Email addresses configured here apply across the entire Investor Portal.
Do template changes affect past emails?
No. Edits only affect emails sent after the change.
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.