1. Loan Servicing User Guide
  2. Customer Service
  3. Customer Service screen’s Customer Service tab
  4. Letters sub tab
  5. Servicing: Welcome letter

4.5.10.1 Servicing: Welcome letter

The predefined loan Welcome letter is automatically sent a configurable number of days after an account is activated after the loan origination process.
The Welcome letter is available for loans (fixed and variable rate).

To generate the Welcome letter

  1. Open the Customer Service screen and load the account you want to work with.
  2. Click the Customer Service tab, then click Letters sub tab.
  3. On the Letters section, select Welcome Letter.
  4. Click View Letter to generate Welcome Letter - 3.

    Figure 4-13 Servicing: Welcome letter


    Description of Figure 4-13 follows
    Description of "Figure 4-13 Servicing: Welcome letter"

Parent topic: Letters sub tab