video1.0<iframe src="https://www.loom.com/embed/db1d6ae24443489d971d97e44cdf2bdb" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/db1d6ae24443489d971d97e44cdf2bdb-1deafeca6557c57f.gif109.266667This Loom demonstrates pop-up templates for reviewing and personalizing automated emails before they are sent. In Template Setup, users select the workflow and stage, such as asset finance in the conditionally approved stage sent to the consumer, and can turn on automatically attaching the Broker’s Credit Guide. When leads are moved into that stage, the two automations appear in a pop-up for review, including the ability to preview the recipient list, remove an applicant if there are multiple, and edit deal-specific details like loan figures and wording (while yacht changes apply only to that deal). Once confirmed, users move and send, and any other pop-up setup for the stage still appears as usual.