Adding a URL button Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer is inputted.

The Generate Document automated event can be used to generate a document automatically. You can set specific triggers, so the document will generate once set requirements are met. Adding a Generate Document Automated Event Select a template from the Document Document dropdown box. To learn how to create document templates, view our guide. Check the Enable Auto Sending checkbox if…

CRM for Modern Mortgage Brokers Do not waste any time chasing down client information. Our System will send your clients information requests, allowing them to fill out and upload their data and documents to a secure link, leaving the fact-finding to the client, not you. SwiftCase’s Mortgage System cuts out unnecessary meetings and speeds up…

The Send Email automated event automatically sends an email. You can tailor the content of the Email by creating custom Email Templates and choosing who the Email sends to. The message will trigger when specific requirements that you set are met. Adding a Send Email Automated Event Select an email template from the Email Template dropdown box….