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: