Adding the Borrower Instructional Video to Your QuickQual Email Template

Enhance your QuickQual email template by including a borrower instructional video to help guide your borrowers through using the tool. This quick, animated video provides an easy-to-understand overview of QuickQual, making it accessible to borrowers who may be new to the technology.

Step-by-Step Instructions

  1. Log in to LenderLogix
    Start by logging into your LenderLogix account.

  2. Access Your Profile
    Once you're logged in, scroll down and select the Profile tab.

  3. Open the Email Template
    In the Profile tab, find and click on the Email Template section at the top of the screen to access your email template settings.

  4. Edit the Template

    • Decide where you'd like to insert the instructional video within your email template.
    • After choosing the location (e.g., after the closing statement), type: "Here are your QuickQual instructions: QUICKQUAL_VIDEO_LINK"
      • NOTE: "QUICKQUAL_VIDEO_LINK" will automatically pull in a link to the video for you upon sending to your borrowers.
  5. Save Your Template
    Once you’ve updated your template, scroll down and select Save Email Template in the bottom left corner.

  6. Confirm the Update
    Your updated template is now set up, and each time you email a QuickQual to a borrower, they’ll receive this template with the instructional video link included.

To download, and for immediate access to the instructional video, follow this link to your QuickQual Marketing Toolkit:

  • https://info.lenderlogix.com/quickqual-media-toolkit

By adding this instructional video to your QuickQual email template, you’re providing borrowers with a simple, digestible guide to get started with QuickQual. As always, reach out to our team at support@lenderlogix.com if you need further assistance!