Overview
The Communications tab on a mortgage file isn't available yet, and it doesn't appear in the file tabs on desktop.
You can still email clients from a mortgage file with Actions > Email and Actions > Document reminder. To work with email and text messages across all your files, use Communications in the left sidebar.
At a glance
The Communications tab on a mortgage file is not available yet.
The Communications tab on a mortgage file isn't available, and it doesn't appear in the file tabs on desktop.
Email a client from the file with Actions > Email or Actions > Document reminder.
Turn on Communications under Settings > Preferences > Sidebar items to open the communications hub. It's hidden by default.
Before you begin
Before you email a client from a mortgage file, decide which mailbox sends it.
To send from your own mailbox, connect Gmail, Outlook, or Rackspace under Settings > Connections. If none is connected, Broki's default email service is used where the window offers an Email provider choice.
Step-by-step instructions
Use these steps to email a client from a mortgage file while the Communications tab isn't available.
Email a client from a mortgage file
Email a client from a mortgage file with Actions > Email in the file header.
Also called: Send to borrower.
Before you continue: this sends an email to the recipients you choose.
Open the mortgage file.
In the file header, select Actions > Email ("Send to borrower"). The email composer opens with the file's contacts available as recipients.
Write your message and send it.
Broki shows "Email logged to communications".
You can also email a contact from the Contacts card on Mortgage Summary by selecting Email on their row.
Remind a client about missing documents
Remind a client about missing documents with Actions > Document reminder.
Also called: Nudge pending uploads.
Before you continue: this emails the client.
In the file header, select Actions > Document reminder ("Nudge pending uploads").
Choose what to include and send it.
Show Communications in the left sidebar
Show Communications in the left sidebar when you want the communications hub.
Go to Settings > Preferences > Sidebar items.
Turn on Communications. It's hidden by default.
Select Communications in the left sidebar to open the communications hub.
Limitations and important behavior
These limits apply to communications on a mortgage file.
The Communications tab on mortgage files isn't released. Don't rely on it for a file's email history.
Communications may still be listed in Settings > Preferences > Mortgage file tabs and in Mortgage file landing tab. If you choose it as your landing tab, files open on the first available tab instead.
Collaborators from another organization never get access to a file's communications, even after the tab is released.
Frequently asked questions
Customers ask this question when they see Communications on a phone.
I can see Communications under More on my phone. Can I use it? It's part of the same unreleased feature. Use Actions > Email on the file instead. If it causes problems, contact support with the loan code, the page and button, and a screenshot with personal data hidden.
Related articles
These articles cover the file header, Mortgage Summary, and the communications hub.