As a lender, I don't want to copy my referral URL and an introductory message every time I want a borrower to start an application. I'd like to be able to type in their email address and have R send out a message to that borrower on my behalf that includes my referral URL.
In the same way we handle welcome email, we can have an invite email. This email would be set at the User and Account level (where an option for standardization would exist). The invite email would use the email disclosures set at the Account level.
Use branch invite-from-dashboard. Updated UI, but no backend stuff done.
As a lender, I don't want to copy my referral URL and an introductory message every time I want a borrower to start an application. I'd like to be able to type in their email address and have R send out a message to that borrower on my behalf that includes my referral URL.
In the same way we handle welcome email, we can have an invite email. This email would be set at the User and Account level (where an option for standardization would exist). The invite email would use the email disclosures set at the Account level.
Use branch
invite-from-dashboard. Updated UI, but no backend stuff done.