Sending a Lender Submission Via Email

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This article describes how to send a lender submission via email. 


This would be under the assumption that you already have set up your lender in the Lenders tab in the CRM. For information on adding lenders to the CRM, please look at the Lenders Tab article. 


New Submission

Location: Edit the advance you are sending the submission on>click the 'Submissions' tab>Click the 'New Submission' tab. 

  1. Click on 'Submissions'.

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2. Click on 'New Submission'.

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Select Documents

You can select the merchant's signed application and their uploaded bank statements that you will include in the submission. 

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Select Lenders

Next, check the box next to each lender that you are submitting to. The lender's email address will then populate after selecting the lender.  

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Prepare Message

Lastly, you can select the email template you'd like to use for this submission. This will then auto-populate the subject and body of the email.  Or you can manually enter the subject and body of the emails being sent. 

If you have more than one contact associated with this lender, you can CC and BCC other emails in the submission package. 

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After submitting, the submission status will show as 'Submission in Progress' until the lenders have decided to accept or decline the submission package. 

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This is how to send a lender submission via email in your Centrex Software CRM. Please feel free to reach out to if you have any questions. 

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