Take a moment to get familiar with Email template options in Decipher and customize your automatic and manual Email templates.
✅ Automatic Emails in Decipher include:
Application Link - the Email a prospect receives as soon as they start an application. When editing this email, always ensure it includes the Placeholder for "Application Link" so that the prospect's unique link is automatically included in the email. This link enables the prospect to continue an application they already started. You can also include the Application Link URL text in case the link does not work if they click on it.
Forgot Password - the Email your internal team receives when they forget their password and click to reset it.
Internal Message - any email you wish Decipher to send automatically or be available manually to internal team members. Note: internal messages to be sent automatically triggered when an application reaches a certain stage must be activated under Account Settings under the Custom Messages Tab. See Notifications article.
Underwriter Signature - the email you will receive internally as a lender when a prospect has signed a document sent from within Decipher which requires your signature also. This type of email only applies to documents that require both an applicant and a lender signature.
✍ Manual Email Templates include:
Other Email Template Types you may want to configure which are available to the team anytime.
Follow Up - Emails your team can use with your desired wording to follow up with prospects and clients. Suggestions: Next Steps, You're Approved, Proposal, Finish Your Application, etc. Many of these have been included as samples for your convenience.
Contact Signature - Simple signature Email template only to be used when a contact other than the primary contact will be E-signing a document stored in Document Templates. (Email type for other guarantors only). This email type is used rarely.
Create an Email Template
➡️ If you have permissions to create/edit templates, Navigate to Document Manager and Click on Email Templates.
Click Create New and follow these steps.
Write the Subject Name you would like to display in the email
In the CC field, add any email address that should be copied every time the email is sent out. After typing the email address, hit the enter key to save the email address or choose from the team members that appear.
In the CC field, you have the option of copying the persons automatically assigned to that deal. Add "Client Assigned User Email" for Sales/BDO/RM to receive a copy of the email. Add "Application Assigned User Email" for an assigned Underwriter or Admin to receive a copy of the email. Easy way to remember Client = Sales and Application = Underwriting/Admin.
Choose the Type. Choose the type of email template you are creating. This is very important, especially if you are creating an Automatic Email. Automatic emails are those that are sent out automatically by our system. See above for a description of Automatic Email Types.
Load a File, if desired. Click on a document template you would like to be attached every time.
Choose Document Group, if desired. Choose a group of documents you wish to send together every time in this email template. If no choices appear, you have not created any groups of documents and must create the group first. (Note: Navigate to Document Groups).
Write desired text in the email.
Add Placeholders you wish for Decipher to auto populate. (See Placeholders Reference for a complete list).
Click Submit to Save the template.
Add Client or Application Assigned Team Members to CC:
Select Email Type:
Add Desired Fields for Decipher to automatically insert: Example-Add the First Name of the primary contact.
Contact support via chat if you are looking for a specific field to insert.
Edit an Email Template
➡️ If you have permissions to create/edit templates, Navigate to Document Manager and Click on Email Templates. Select the Email you wish to Edit and click the Edit button.
Navigate to the Main Menu on the Left Side of the Screen and look for Document Manager. Click to See Email Templates to be able to access them and Edit them.
Select the Email you wish to Edit and click "EDIT"
Edit the Email as you wish. Contact support via chat if you need assistance.