Reports: Sending Borrower Emails to your Portfolio
Need to compile a report to list borrower emails? The system based report labeled Portfolio Mailing List Report can be located in the Reports menu. * Mouse over Data in the menu at the top. * Click on Reports in the submenu that appears. * Use the search bar to search for "Portfolio Mailing List" * Click …
Setting up your Emailed Billing Statements
To set up your Email Billing Statements settings: * Click on Payments in the main menu. * The Payments page will load. Click on Settings in the menu on the left. * Click on the Email Settings tab. * Scroll to the Billing Statement Email section. * Enter the Subject and the Body you want to have appear when Bo…
