Communications
See every text and email the system sends automatically, edit their templates, and review the full send history.
Everything the system sends automatically. Editable items are backed by a template you can change.
Client Messages
Offer Notification Text
Sent to the client when an admin sends an offer text from an application
Hey {{client_name}}! You just got an offer from {{lender_name}} at The Syndicate! Log in to view! vault.letssyndicate.com
{{client_name}}{{lender_name}}Finish Application Invite (Email)
Sent when an admin emails a client a one-time secure link to resume an unfinished application
Subject: Complete your application – secure link (expires in 72 hours)
Email with a "Resume Application" button pointing at {{invite_url}}. The link works once and expires in {{ttl_hours}} hours.
{{invite_url}}{{ttl_hours}}Second Owner Secure Link
Sent to the second owner when an admin invites them to complete and sign their section remotely
Let's Syndicate: [primary owner] asked you to complete and sign the second owner section for [business]. Secure link (expires in 7 days): [one-time URL] Reply STOP to opt out.
Contains a one-time secure link generated per send — kept fixed by the system for security.
Start Application Link
Sent manually by an admin to a lead — branded "Start Your Application" link
Email: "Welcome! Use the secure link below to start your application." / Text: "Your application link: [url]"
Composed at send time from the associate brand and the generated application link.
Verification & Security Codes
Sent for admin two-step verification and client phone verification
Your verification code is [6-digit code]. It expires shortly.
One-time security codes — fixed by the system.
Internal Alerts (to your team)
New Application Alert
Fires automatically the first time an application is submitted
🚨 NEW APPLICATION RECEIVED — business, owner, product and requested amounts, sent to the admin phone.
Composed at send time from live application details.
Documents Uploaded Alert
Fires when a client uploads documents to their application
📄 NEW DOCUMENTS UPLOADED — business, application ID, loan types and the uploaded file list, sent to the admin phone.
Composed at send time from live application details.
Documents Complete Alert
Fires once when all required documents for an application are complete (re-fires only if products or amounts change)
✅ DOCUMENTS COMPLETE — business, owner, products and amounts; the file is ready for final review.
Composed at send time from live application details.
Offer Accepted Alert
Fires when a client accepts an offer
🎉 OFFER ACCEPTED — accepted-offer summary sent to the admin phone.
Composed at send time from live application details.