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SOURCE Ideas
1 VOTE
Created by Guest
Created on Aug 4, 2023

Importing Quote Details Into Emails

I was hoping there could be an easy way for us to send the figures from sourcing into an email to customers when we generate a quote without us needing to manually add the data from Mortgage Source on to an email which is more long-winded and open to mistakes. What would be ideal is if this info could be imported into an email template with the click of a button that can then be edited in the email if need be (e.g. the broker fee)


Is there a way that this can be done so draft figures can be sent to a prospect following a telephone conversation prior to sending an ESIS as they can be a bit overwhelming following an initial enquiry so something that puts the main points on an email?


An example of what I had in mind is as follows:


Value / Price:

Mortgage:

Deposit:

Rate:

Product fee: (added to loan)

Term:

Valuation fee: (payable on application)

ERC:

Broker fee: (payable on completion)

Monthly payment:











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