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Copy Loan Email Function/Upload Emails to Deals

How to upload emails sent from your inbox to your BrokerEngine Deals

Written by Shelley Maher

The "Copy Loan Email" function is a function within BrokerEngine that allows users to upload emails into the deal/lead activity Log.
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Each Card that is created within BrokerEngine will generate its own unique Email ID.
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The video below shows how you can utilise this function so your team can be kept up to date with any emails that may be directly sent to your inbox.
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