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 Markers, reach out to your TurnKey Lender Account Representative.
2. In order for loan statements to be generated for every installment and sent to the borrower you need to enable the functionality in
Settings → Notifications.
Please, note!
You can’t choose Past due reminder and Loan statement reminder options together.
In case the Loan statement reminder has been chosen, it is sent automatically to borrowers with loans in Active and Past due statuses.
Merge fields
The loan statement should support the list of previous merge fields. Feel free to check the full list /wiki/spaces/TKL/pages/1326612614.
Loan statement email template
Here’s the default email template:
Email subject: Loan statement
Email body:
Dear \*|FullName|\*
Please, find attached the loan statement for \*|LoanId|\*
Kind regards,\
\*|CompanyName|\*