Document Request Notification

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Document Request Notification

If a borrower has missed submitting any of the documents that are required for the loan application to get processed, you can send a notification to the email ID associated with the borrower.

In the Documents section of an application, you can select document categories and select the Send Email button to send an email to the party associated to the document category.

The system sends one email per party. This means that if you are a processing an application and you require multiple documents from different business parties then when you select the relevant documents across the business parties and then select Send Email, then different business parties gets only one email each with the list of all the documents required from them rather then getting multiple emails to a party requesting for multiple documents respectively.

For example, let us say you are processing an application in the system and you require the following documents:

Note:

You can refer to the following image to understand the example better.

  • Prior Month 1 Bank Statement from a Party named Marisol.

  • Prior Month 2 Bank Statement from Marisol again.

  • Bank Statements 6 months from a Party named Diane.


Then when you select the documents from the Document Checklist and select Send Email, Marisol gets one email asking to provide the last one month and last 2 months bank statements and Diane gets one email asking to provide the last 6 months bank statement.

Send an Email

The system sends the email using the template configured in the DocumentCategoriesNotification template, which is listed in the Templates Configuration.

To send an email notification to a borrower:

  1. Log in to your Salesforce account.

  2. Go to  (App Launcher) >  Applications.

  3. On the Applications tab, and from the list of applications, select the required application.

    The loan dashboard is displayed.

  4. Select the Documents tab.

  5. Select the required document category and select Send Email.

    Note:

    To send an email, a contact needs to be associated with the account.

  6. In the Document Request window, select the documents that you need to send the notification for, and then select Send Notification.

The Email Template

The email that goes to the borrower has the following template:

Subject of the email

{!BankName} - Document Request

Body of the email

Dear {!Account.Name},

As we continue to review your recent loan application {!application#} with us, we are requesting additional information. Please send the following document(s) at your earliest convenience. {!DocumentCategoryList} Please contact your {!BankName} representative if you have any questions regarding this request. {!Link for Community URL}

Sincerely,
{!Loan Officer}
{!BankName}

This template is configured as the DocumentCategoriesNotification template in the Templates Configuration.

Note:

  • The email template is configurable. For more information on configuring the email template, see the Templates Configuration section of the Q2 Origination Administration Guide.

  • If you are upgrading from a previous release to the Spring'23 release, then you need to update the DocumentCategoriesNotification email template to the preceding email template. For more information on how to update the email template, see the Winter'22 to Spring'23 section of the Q2 Origination Upgrade Guide.

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