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Copy Loan Email Function/Upload Emails to Deals
Copy Loan Email Function/Upload Emails to Deals

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

Shelley Maher avatar
Written by Shelley Maher
Updated over a week ago

The "Copy Loan Email" function is a function within BrokerEngine that allows users to upload emails into the deal/lead activity Log.

Each Card that is created within BrokerEngine will generate its own unique Email ID.

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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