Document Emails — Template Selection and HTML Preview

Overview:
You can now select from pre-built email templates when sending document-related emails (e.g. initial request, follow-up, resubmission). Emails are rendered in HTML format and can be previewed before sending.

Key Benefits:

• Select from multiple templates for different communication stages
• Preview emails in HTML format before sending
• Dynamic fields (e.g. recipient name, loan details) are automatically populated

How It Works:

1. Navigate to the document email section for a loan
2. Select the appropriate template (e.g. initial request, follow-up, resubmission)
3. Review the HTML preview with pre-filled dynamic fields
4. Send when ready

Notes:

• CC and BCC fields are not currently supported
• Template list is currently hard-coded (database-driven template management is planned)
• Email signatures are controlled via the template banner, not individual broker signatures