Loan - Email

The Email section of the Loan record can be access by clicking on the “Email” button on the left side of the Loan page:  

This table contains all of the emails that that have been sent to the contact.  To view the details of a specific email, click on the "View" button on the right side of the table.

Emails can be sent by:

1. The user sends an email using the Email Borrower button in the list
2. The user send an email by clicking the Send an Email item in the Quick Tools menu
3. The system send an email that is triggered by a Notice set up in the system