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New updates and improvements to Credlab

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Credit Decision Email

New
Credlab can now send credit decision emails to your applicants on your behalf. We've set up email templates that you can customize or change. To do so, click on your profile picture and then select Credit Outcome Email Templates.

There are 3 email options: an Approval Template, a Denial Template, and a Pending Template. These templates have various placeholders that will automatically be updated when you send your email.

In your application's dashboard, you can assign an Approval Status, Approval Amount, Account Manager, and Account Number. Depending on the placeholders you have put in, this information will automatically populate the email template.

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When you click on the Send Credit Outcome Notifier button, you will be presented with the email that will be sent. Whoever signs the application will be automatically placed as the recipient and the Account Manager if you have selected one. You can also add any users you wish.