Mortgage Integrations

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MI Portal

Company

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Overview Email Triggers LP Condition Tracking

Overview

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Email Triggers

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Tracks the number of LP-added conditions at the time of Conditional Approval for each loan. Loans waiting to be written are shown in the Pending queue below and are retried automatically every 2 minutes.

Pending

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History

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Profile

First Name

Last Name

Email Address

Change Password

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New Email Trigger

Trigger Name

Status

From Email

From Name

The trigger fires when the Trigger Field equals the Trigger Value, and all filters also match.

Trigger Field ID

Trigger Value

Additional Filters

Add loan roles (looked up from the Encompass loan team) or fixed email addresses.

Use {fieldId} in the subject or body to insert live loan data. Example: {364} = Loan Number.

Subject Line

Email Body

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