video1.0<iframe src="https://www.loom.com/embed/6f40d8f06c1c45d9acdff3506045b242" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/6f40d8f06c1c45d9acdff3506045b242-e237e5fd381119d1.gif276.741In this video, I explain the various communication templates we use for client invitations based on different deal types, such as purchase and refinance. I walk through how to customize these templates, including personalizing emails with the client's first name. Additionally, I highlight the importance of notifying clients about updates to their loan scenarios in the client portal. Please make sure to review the templates and familiarize yourself with the notification process.