Personalized intro emails, generated one-per-client. Two situations:
first_name · last_name · email · loan_closed_date · loan_type
{{first_name}} auto-fill from each row. The live preview on the right shows row 1.
{{first_name}} {{last_name}} {{loan_type}} {{loan_closed_year}} {{personal_message}}
{{departing_lo_name}} {{new_lo_name}} {{new_lo_phone}} {{new_lo_email}} {{new_lo_nmls}}
{{lo_name}} {{lo_phone}} {{lo_email}} {{lo_nmls}} {{new_rate}} {{comparison_rate}}
Save your current subject + body as a named template — everyone on the team sees saved templates in the Load dropdown next time.
Pick the departed LO and the covering LO. The new LO auto-fills name, NMLS, phone, email, and headshot from the OFM directory. Departed LOs are listed too, since they are no longer in the directory. Everything stays editable below.