Use this routine to generate all status letters for a selected letter type that haven't been printed yet, for example all "Decline" letters. If a co-applicant or co-signer exists for the request, a letter is generated for them as well. Status letters are emailed if an email address exists for the customer in Advanced Customer Settings. If no email exists, the letters are printed.
In order for the letter to be emailed, all applicants
(i.e. primary applicant, co-applicant and/or co-signer) must have an email
address available in Advanced Customer Settings.
Notifications
Control Settings must be set to allow emailing of status
letters.
The Credit Application feature comes delivered with the following Enhanced Laser Print Credit Applications Status Letter form types available via the Forms Designer:
Approval Letter
Decline Letter
Conditionally Approved Letter
After Generating the Letters
The system first generates letters to be printed, then generates letters to be emailed. When you print or email a credit request status letter, the system updates credit application comments, indicating the letter type and date generated. A prompt appears asking if all letters emailed/printed correctly. If you answer Yes, the system flags the letters as emailed/printed and omits them from future letter generation. If you answer No, the process ends and the credit requests are flagged as needing a letter sent.
To reprint a letter, access the Print Status Letter screen via Review Pending Credit Requests, View Credit Request Responses, and View Completed Credit Requests.
