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Customer Success Training
Setting up Document Templates

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 discuss what custom document templates are, how to configure them, and how to best utilize them to communicate with borrowers.

 

We look forward to speaking with you via Zoom for our Document Templates session.

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Thank You Email:

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Hello (Client Name),

Thank you for attending our Document Templates session.

 

Here is an outline of what we covered:

•   Item 1

•   Item 2

•   Item 3

 

If you would like to review any steps to configure custom documents in your Bryt account, you can refer to our Product Guide. Included is a link that may assist with your search.

 

•   Custom Document Template Module

 

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

 

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TRAINING GUIDES

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Use the following Document 360 pages to support the training session:

 

•   Custom Document Template Module

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