Loan Workbench: How to Email the Borrower Selling Presentations

Send the borrower Refinance and Debt Consolidation Presentations from Command Center to display options the borrower could achieve when they refinance with AFN. 

Email the Borrower Selling Presentations

      1. Navigate to Pipeline from the left-hand menu. 

      2. Double-click on a Loan Number, and select the Selling tab. 

      3. Select the presentation(s) to email the borrower. 

      4. The borrower's email address will automatically appear if it was entered in Encompass. If not, enter their email address in the To field. 

      5. Enter the Subject and Message. The selected presentation(s) will be attached at the bottom of the outgoing message. 

      Note: Always include your AFN Email Signature to display the borrower your contact information. By default, it is not included. 

      6. Click  when finished composing your message. 

      7. The Date Sent will have a date stamp listing when the presentation was emailed to the borrower. 

Create and send multiple refinance and debt consolidation scenarios to present the borrower with the options they could receive with AFN. 

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