Templates configuration

This configuration helps you to configure the various templates for different types of communication such as a letter, an email, or a message.

Template Types

Following are the types of templates for which you can configure a template:

• Message

• Email

• Letter

Templates Configuration

Once the packages are installed, the following two email templates are configured in the system:

• Document Categories Notification:

• Loan Team Communication: This template is used for any communications within the Loan team.

Document Categories Notification

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.

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 with the help of the Send Email button. The system sends the email using this template.

Email template

Following is the template of the email that is sent:

Configure the template

The email templates are already configured when you install the packages. However, these email templates are configurable. It can be configured by an administrator to have a custom template.

To create a Template Configuration

1. Go to Templates Configuration > New.

   The New Template Configuration window is displayed.
   
   

2. On the New Template Configuration window, perform the following actions, and then select Save:
   

   Field Name	Action and Information
   Template Configuration Name	Specify a relevant template configuration name. You can specify any name to identify the type of templates configurations included within the template. For example, Email Template.
   Callback Caller Class	Specify the Callback Caller Class. This is the implementation class that processes any responses received from the recipients.
   To	Specify the To address. This is the dynamic variable that fetches the receiver's email ID when notifications are sent. It provides the receiver's email address at run time For example, {!Account.Name}.
   Template	Select the Template. By default, this is the template you started creating the configuration for.
   Template Type	Select the Template Type. This can be email, letter, or (phone) message. This is the notification type for which the template is being created. For example, Email.
   Send Notification Message	Select the Send Notification Message if the message must be sent. If selected, it indicates that the message must be sent when the related strategy action is processed. Else, the message record is created in the system but not sent.
   Sender Address	Specify the Sender Address. This is the email address from which the emails are sent. By default, email is sent from the org administrator's email address. If this is not provided, email is sent from the org administrator's email address. For SMS notifications, the sender's number is provided as part of the messaging tool settings in the implementation class.
   Subject	Specify the subject of the notification. This is mandatory for an email. It is the subject line, in case of an email or letter notification. For example, {!BankName} - Document Request.
   Message	Specify the Message text. The description can be in any format such as plain text, HTML, or XML. The system processes the format, for example, XML, or HTML to create the final message or email. For example, a text message would appear as follows: 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}