Enhanced Document Request Emails

Overview

We've introduced enhancements to the Document Request process to help brokers communicate more efficiently with applicants while delivering a more professional and consistent experience.

These improvements include:

• Business-branded document request emails
• Ability to resend and edit document requests
• Automatic delivery to all applicants associated with a lead
• Improved workflow efficiency for brokers

Creating a Document Request

To send a document request:

1. Navigate to Documents.
2. Select New Document Request.
3. Search for and select the appropriate document request template.
4. Review the requested documentation.
5. Click Create Draft.
6. Review the generated draft requests.
7. If required, select Edit Request to make changes.
8. Remove any unnecessary requests.
9. Click Send Request.

The selected applicants will then receive an email requesting the required documentation.

Business-Branded Email Experience

Document request emails now use your business's configured branding.

This includes:

• Custom business header
• Custom business footer
• Consistent branding across communications

These enhancements create a more polished and professional experience for applicants while maintaining brand consistency.

Editing and Resending Requests

If additional information is required or instructions need to be updated after a request has been created, brokers can resend the document request.

To do this:

1. Locate the existing document request.
2. Select Resend Request.
3. Update the email content or instructions as required.
4. Send the updated request.

This removes the need to create a new document request from scratch and allows brokers to quickly provide revised instructions.

Automatic Delivery to All Applicants

Document request emails are now automatically sent to all applicants associated with the lead.

When a request is sent:

• All applicants linked to the lead are included as recipients.
• Relevant lead contacts may be copied where applicable.
• All parties receive the same communication simultaneously.

This eliminates the need for brokers to manually send separate emails to each applicant, reducing administrative effort and improving communication consistency.

Benefits

These enhancements provide several benefits for brokers and applicants:

For Brokers

• Reduced manual administration
• Faster document request process
• Ability to edit and resend requests when needed
• Improved communication efficiency

For Applicants

• Professional, branded communications
• Clear and consistent document requests
• Simultaneous communication across all applicants
• Improved overall experience

Enable This Feature

If you'd like this feature deployed to your environment, please contact us at support@effi.com.au. Our team will be happy to assist.