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Templates

Set up the documents, emails and text messages Financeable sends on your behalf.

5 articles
Set up document templatesUpload your own privacy, disclosure and quote documents, and add tags so they fill themselves in.
Use document templatesSend lender product quotes, and fix a document that has come out wrong.
Set up email templatesThe emails Financeable sends customers from an application, and how to change them.
Set up SMS templatesThe text messages Financeable sends customers, and how to change them.
Fix common template issuesA template generating the wrong document, or a field coming out blank.