Email&SMS Generation
Five emails are sent in this flow:
- informing the customer that the loan has been approved
It is executed using .
- informing the customer that the loan has been denied
It is executed using .
- sending the documents for further reading
It is executed using .
- sending the documents signed
It is executed using .
- referring a friend.
It is executed using .
blah blah
The emails are configured by running the server scripts. For the script, open the FintechOS Studio, click Advanced -> Server Automation Scripts.
The content of the emails is created with email templates. Open the FintechOS Studio, click Admin -> Email templates. Edit as you need. To modify the look and feel of any of the emails, access its corresponding template. The email templates are:
|
Template |
Step |
|---|---|
| LoanApproved | |
| LoanDocuments | |
| LoanRejected | |
| ResetPasswordEmail | |
| FriendReferral |
SMS
The SMSes are used in two steps of the flow: Contact Info and Signature of Documents.