PossibleFinance·Viewing as PossibleFinanceExit to PossibleFinance admin

Schedule a mailing

Pick a notice, its recipients and an in-home date.

Notice

Current version v1: lending-02-annual-privacy-notice.pdf · page count not read — prices as one page until re-uploaded

Recipients

Query the roster

All branches and ungrouped

As ofrecipients of record as of this date

Upload a list (escape hatch)

Merge fields

account_number_masked

client_address

client_city_state_zip

client_name

client_phone

document_version

group_noun

information_categories

jurisdiction

limit_affiliates

limit_joint

limit_marketing

limit_nonaffiliates

new_customer_days

notice_date

packet_document

packet_page_count

privacy_phone

privacy_url

recipient_address

recipient_city_state_zip

recipient_name

share_affiliates

share_everyday

share_joint

share_marketing

share_nonaffiliates

signer_name

signer_title

version_approved_by

version_approved_on

Cover packet documents

Ungrouped / all borrowers

In-home date

Run name (optional)

Price—

Mode

Watch — Tell me when it is due. Nothing is built.Prepare — Build it and hold it for my release — count, pages, in-home date and cost, waiting on me.Run — Build it, release it to production, and tell me it went.

Your name