Defaults

Letters and Inserts

WebEquity™ provides you the ability to create your own customized letters and credit action form inserts for use in documenting the loan approval process without having to go outside the system to draft a letter in another word processing software program like Microsoft® Word. A description of how you create these letters/inserts for your users to access is described below.

 

 

Letters

 

The screen sample above shows the steps involved in creating a particular letter. First, enter a title for your letter (this is what displays on the letter on the user side), choose the display size (how the letter displays on the screen), choose from a list of eight standard types of letters, choose the size of letterhead for the letter (choose an existing logo or leave enough space to print on your own existing letterhead), choose the Status Droplist for this letter (the ability to note where the letter is in the process, i.e., letter has been sent or letter has been received -- described in more detail at the bottom of this eHelp page), indicate if you want the letter status password protected and click the "Add" link to place this letter in the list on this screen.

 

 

There are special "tokens" available to build the contents of each letter and these "tokens" are specific to each of the nine letter categories available to you.  The "tokens" can be dropped onto a letter form and the information for that letter will be automatically populated when that form is brought into a customer record. To build a letter with the "tokens" click the "Modify" link to the right of the letter you just added to the list. Click here for a sample of this "modify" screen. Across the top of the modify screen is the standard word processing tool we use in WebEquity™. Below that are program categories containing links to system information that you will "drag & drop" onto your letter (sample shown below).

 

Drag & Drop Functionality

 

Typically, you would already have an existing letter that your institution has always used with processing a specific type of loan. Simply take that letter and mimic the format of the letter here. The numbers below correspond with the numbers on the graphic on the right.

 

  1. Enter a title or question in the wordpad for the information you want in the letter. (Example: "Type of Operation")

  2. Locate the area of the program you want this letter to pull data from and click on the link you want. (Example: "Appl. Info Current")

  3. Clicking on a link will display a popup window with a description on the left and "Tokens" on the right. Locate the description you want and "click-drag" the token information from the popup window to the wordpad.

  4. Unclick your mouse button to drop the token information next to the description you typed in step 1.

 

Repeat this process until you are satisfied with the formatting of this letter.

 

 

Inserts

 

While letters can be used in both a customer record and credit action forms, inserts are used in Credit Action Categories Only. The process for creating inserts is the same as letters. Inserts that are created are sent to the default credit action drop list and can be placed into any of the credit action form categories as you are creating credit action forms.

 

Setup Status (Status Drop List)

 

Here you can streamline the use of these letters in the status of credit action forms on the user side. In the first sample you enter the description of the letter status, the order you want it displayed and click the "Add" link. Once the description is placed in the list, click the "View" link to display the next sample where you indicate the status of the letter, that is, to let users know where the letter is in the process, i.e., the letter has been sent or a response to the letter has been received. You can create as many of these status/replies as they pertain to a specific type of letter.

 

 

 

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