Email Center
Template-based borrower and referral partner messaging with merge tags and communication history.
| Template | Recipient Type | Purpose | Status |
|---|---|---|---|
| Welcome/Application Follow-Up | Borrower | New file onboarding | Ready |
| Missing Documents Request | Borrower | Document collection | Ready |
| Closing Congratulations | Borrower + Partner | Post-closing nurture | Ready |
Screen behavior: This page is a separate read-only public demo route for Email Center.
Safety: Save, edit, delete, email, upload, export, and file actions are disabled in the public demo.
Safe demo behavior: Sidebar links open separate Broker Pipeline Pro read-only module previews. The public demo does not save, edit, email, upload, export, delete, or touch live Broker Pipeline Pro CRM database records.