This feature allows to send lender supporting documents which are saved in you deal. Select required deal in your workflow.
Go to “Broker Tools” and select “Compare Loan Products” and pick a lender. Once lender is selected, documents can be emailed from the lodgement tab.
Select “Lodgement” and click on “Send Documents”.
Simply select the sender, select a template/edit content and select documents to send. Here is an article on creating email templates.
Once email is sent it will be saved as a deal note. The same action exists in deal view as well.
Lender will receive email with your organisation branding. Notification with email details will appear in "Notes" section.
Here is a video demo of this feature: