Let's say you want to communicate with dozens of customers about their loans. You want to tell your delinquent borrowers that they are late and how much they owe, but it would take hours to manually look up the information and write an individualized letter for each one.

Enter Dynamic Templates, which pull customers' data, loans numbers, and other info you’ve saved in LMS to turn a boilerplate template into an individualized template with customer-specific information.

Highlights

Dynamic Templates are templates for the letters you want to send out to borrowers. These templates use variables to represent information that's specific to an individual borrower. When you generate a Dynamic Template, the system pulls real data from borrowers, loans, and other items you've saved in LMS, and merges all of that data together with your template.

The template looks a little bit like a Mad Libs page, and then the actual template you mail out to borrowers looks like normal mail. Take a look at the example below:

Your Dynamic Templates, of course, can be a lot more complex. Here are two sample files showing a blank template and how it might look once the system fills it out with a customer's loan information:

• Sample Blank Dynamic Template
• Sample Dynamic Template (Filled Out)