Description:
From the Loan Officer's account tab, additional emails can be added to email notifications.
Steps to resolve:
The 'Forward Emails' section can be used to forward notifications received by the loan officer to other users. This could be an assistant who does not have a 'Team member' account within nCino Mortgage.
Web:
Solution:
The 'Forward Emails' section from the Loan officer account page will automatically forward a copy of that email notification to the person entered. This forward only does NOT work if the email entered belongs to a disabled account within nCino Mortgage.