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 by accessing Reports & Letters > Reports > Portfolio Mailing List. This report is intended to provide data related to the Servicing Mailing Contact/Address fields located…
Setting up your Emailed Billing Statements
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…
