Decision Outcomes & Templates

Decision Outcomes & Templates

Learn how to set up decision outcomes and email templates in LendAPI. These outcomes are critical for triggering events like approvals or declines in the rule studio.

Learn how to set up decision outcomes and email templates in LendAPI. These outcomes are critical for triggering events like approvals or declines in the rule studio.

What you will learn

  • Adding new outcomes like pre-approval or decline triggers.

  • Configuring email templates for personalized communication.

  • Utilizing dynamic variables in email templates (e.g., applicant's name).

  • Attaching documents and agreements to emails for streamlined communication.

  • Testing email templates for accuracy and connecting them to outcomes.

What you will learn

  • Adding new outcomes like pre-approval or decline triggers.

  • Configuring email templates for personalized communication.

  • Utilizing dynamic variables in email templates (e.g., applicant's name).

  • Attaching documents and agreements to emails for streamlined communication.

  • Testing email templates for accuracy and connecting them to outcomes.