Can I change the lender information in the Include Comparisons email?

Can I change the lender information in the Include Comparisons email?

You have the option of removing lender information from the email.

You can do this by clicking the Broker Name (in the right-hand corner) > Control Panel > Email Template Editor > Include Comparisons Email (Lender approved or declined) > Refi Template editor > 2.

See Below.
‚Äč


    • Related Articles

    • Why can't I send an included comparisons email?

      After repricing a client, Sherlok will sweep all products that fit the client's loan profile. If Sherlok has calculated that these products will save the client more than $1,000, you will have the option of sending an email with comparisons. If ...
    • How do I resend a Refinance Comparisons email?

      The best way to do this depends on their status in the Refinance Leads section. If they are a Prospect, you can click the email button in the far right-hand corner. See Below.  If the client is a lead, go to the Reprices > Completed > View Email. See ...
    • Can I alter the lenders that are displayed for refinance comparisons?

      If you do not like working with certain lenders, you can turn them off in the Lender Selection module. Click Broker Name (in the right-hand corner) > Control Panel > Lender Selection. See Below. ​