In this tutorial, we’ll show you how to attach a loan statement template to your TurnKey Lender instance and automatically generate and send Loan statements to the borrower's email.
Upload the default loan statement Document to the System. To do that, navigate to Settings → Application process - > Documents → scroll down to Loan statements, and click Add new.
If you need help customizing the template with Smart MarkersMerge Fields, reach out to your TurnKey Lender Account Representative.
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