How to Email a Lender From the SecureWebX Mailbox

Lender email belongs with the deal, not in somebody's personal inbox. The SecureWebX Mailbox sends from the store, keeps the thread, and holds every reply and attachment where the whole finance office can find it.

1. Open SecureWebX from the CRM

   In LeadLocate CRM, click the SecureWebX button on the dock at the bottom of the screen. The console opens with the login you already use, so there is no second password between you and the lender.

2. Open the Mailbox

   Click Mailbox in the console menu. This is secure email with your partners and lenders: every conversation the store has had, with the correspondent, the subject and the date on each row, newest first.

3. Start a new message

   Click New message. The top of the compose page shows the address the email is sending from, so you can see at a glance that the lender receives it from the store and never from a salesperson's personal account.

4. Choose the lender

   Under Pick a partner, start typing in Search partners by name or email…. Lenders from your Partner List appear as you type; pick one and the To field fills with the right address. A lender you have never worked with can be typed straight into To.

5. Write the subject and the message

   Give the Subject something the lender can file, such as an application reference and what the email is about. Then write the Message: what you are sending, what you need back, and by when. Short and specific gets a faster answer from a busy buyer.

6. Attach the stips

   Click Attach files and add the proof of income, proof of residence, insurance card or whatever the lender asked for. Every file is scanned for viruses automatically on upload, which protects both sides of the conversation.

7. Send it and watch the thread

   Click Send message. The conversation sits at the top of the Mailbox, and when the lender answers, the reply lands on the same thread with any attachments they sent back.

You need a SecureWebX sign in, which is set up from your LeadLocate CRM users, and the lender's email address. The console opens from the SecureWebX button on the LeadLocate CRM dock with single sign on, and SecureWebX is also on iOS and Android for the finance manager who is away from the desk.

It helps to have the lender on your Partner List first. A lender on the list comes up by name as you type, carries its contact details, and keeps every thread the store has had with it in one place. From the Partner List you can also click Email partner on any row that has an address, which opens a new message with the lender already in the To field.

Have the documents ready as files. A clear PDF or a sharp photo of each stip saves the lender a second request, and a second request is a day lost on a deal a customer wants to drive home tonight.

Use the Mailbox for the conversation around a deal: a question on a program, a stip the buyer asked for, a note that the customer brought more down, a funding follow up, or an introduction to a lender you want to start working with. It is ordinary business email, sent from the store and kept with the store.

Use Send to Lender on the application for the credit application itself. That share is code gated, expiring, revocable and watermarked, the lender answers in its own response portal, and the application record keeps who received it. The step by step is in how to send an application to a lender. The two work together: share the application, then use the Mailbox to talk about it. A customer's full application never has to travel as an email attachment.

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Attach them to a Mailbox message with Attach files, as in the steps above. Name the application reference in the subject so the buyer can match the documents to the file without calling you.

When the stip was recorded on the application, fulfil it there as well. Open the application and use Upload for this lender, so the document lands on the application and the stipulation shows as met for everyone working the deal. Then send the lender a short Mailbox note that the documents are in. How to add stipulations covers recording what a lender asks for, so the whole finance office sees what is still outstanding.

For a lender that prefers paper, SecureWebX carries eFax with its own numbers per company and partner; how to send a fax walks through it.

The Mailbox list shows the conversation with the lender as the correspondent, your subject and the time. Open it and you see the full thread: your message, your attachments, and each reply as it arrives. Replies come back to the store's Mailbox rather than to one person, so the desk manager can pick up a thread the finance manager started this morning.

Everything in the thread sits behind the same two factor sign in and full audit log that protect the applications, so the record of what you sent a lender, and when, is part of the store's SecureWebX file. Use Back to mailbox to return to the list at any time.

Pick from the list rather than typing. A lender picked under Pick a partner fills the exact address on file, which keeps a typo from sending stips to a stranger.

Read the sending address at the top of New message. It confirms the email leaves from the store's mailbox before you click send.

Add a new lender to the Partner List once. After that it comes up by name in every message, in Send to Lender and in the rest of the console.

Writing to the customer instead? Open the application and use Email this customer from your Mailbox, so the customer conversation sits on the same record as the lender's.

Keep the reference in the subject. A consistent subject keeps the lender's reply on the right thread and makes the Mailbox searchable a month from now.

The rest of the finance office workflow lives in the same console. Push a deal from CRM desking to SecureWebX so the worksheet the lender sees matches the desk, and export a SecureWebX report to PDF when a manager wants lender decisions or document exchange on paper. The online credit application software page explains the application system end to end, and the LeadLocate Help Center lists every guide for SecureWebX, the CRM and Inventory Link.

Does the lender see my personal email address?

No. The message goes out from the store's SecureWebX mailbox, and the sending address is shown at the top of New message before you send. Replies come back to that same Mailbox.

Can I send stips to a lender by email from SecureWebX?

Yes. Attach the documents to a Mailbox message with Attach files, and if the stip is recorded on the application, upload it there too so the stipulation shows as met for the whole team.

Should I email the credit application itself?

Use Send to Lender for the application. It is a code gated, expiring, revocable and watermarked share with a lender response portal, and the Mailbox carries the conversation around it.

Where do lender replies go?

Into the store's Mailbox, on the same thread as your message, with any attachments the lender sent. Anyone working the deal can open the thread instead of waiting on one person's inbox.

The SecureWebX Mailbox sends from the store, keeps every lender thread and stip in one place, and opens from the CRM with the login you already have. See it in the pre-recorded demo or start month to month.

Prefer to talk right now? Call or text 844-376-2274.