When using the Bulk Letters to send out mass emails, all successful emails will be added to each project's Notes area. However, if any emails are not delivered for various reasons, you may want to get a list of those emails that were not delivered so you can contact the borrower in a different manner. In order to do …
1) To set up your Email Billing Statements settings, go to the Main Menu Payments Tab > Settings > General Menu. 2) Go to the Billing Statement Email section. 3) Enter the Subject and the Body you want to have appear when Borrower's receive their Billing Statement by email. NOTE: BOTH Subject and Body n…
Are you sending out a Bulk Letter and would like to Inform your lenders and borrowers that the domain [email protected] is valid? Follow the steps below: 1) Within Reports & Letters click on Bulk Letters and find the letter you want to send out via email 2) When prompted to mer…
When sending emails from the Tickler feature within Ventures expect the recipient to see the following. Note: The email will come from [email protected]. Suggestions: * Set the expectation with your clients/borrowers letting them know what email address some of your email notifications will …
In this article, we will discuss setting up a Ventures account that uses a general inbox email address. You may have general inbox email addresses for various purposes at your organization. You may want to use these email addresses within Ventures when performing certain tasks such as Servicing emails or 504 ETRAN…