Confirmation Email:

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Hello (Client Name),
 

Thank you for scheduling a Customer Success Session with Bryt Software.

 

In this session we will cover setting up your borrower portal, which includes:

 

• Declaring your subdomain

• Toggling the borrower portal and its modules on

• Confirm you have set up a Company Email ‘from’ Address

• Adding the Borrower Portal as a link in related Notices

• Walk through the borrower portal creation process

• Show how a payment is made via the Borrower Portal

• Demonstrate the borrower’s perspective when registering an account

 

We look forward to assisting you via Zoom.

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Thank You Email:

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Hello (Client Name),

 

Thank you for attending the session.

 

Here is an outline of what we covered and related linked resource:

• Borrower Portal Module Guide

• Borrower’s Perspective Guide

• Contact – Portal (Registration Invitation) Guide

 

As always, let us know if you have any questions and thank you for scheduling a Customer Success Session with Bryt Software.