How to Send a Follow-Up on Fire Insurance to Borrower's Solicitor

To send a Follow-Up on Fire Insurance to the Borrower's Solicitor using an automated Communication:

 

  1. Open the Matter Communications Page
  2. Click on + New Communication
  3. Select the Borrower's Solicitor under Recipients
  4. Under Type select Closing - 03 Follow-Up on Fire Insurance
  5. Review the content and make any necessary changes to it
  6. Click on Send communication