How to CC a Participant on Mortgage Journey Emails

If you want to send a mortgage journey automated email and would rather the email be directed to one participant, for example the applicant, and want another participant like the buyer real estate agent to be cc'd you can set it up that way.

1. When choosing to cc a participant on an email you can only select  recipient from the dropdown tor recieve the email directed to them first and click 'next'

2. This will bring you to the cc participant dropdown where you can select another participant to be cc'd on the email. You can choose from  Applicant, Co-applicant, Lawyer or Buyer Real Estate Agent. *please note in the case of multiple co-applicants on a deal, it will only be a cc to the 1st co-app listed.

Video: How to CC a Participant on a Mortgage Journey Email