Team Communication                            << Back to Overview <<

CAPITAL*Base leverages email to provide automated alerts and informational FYI updates to client team members. Auto-emails are also used to update referrers when there is a status change on an item they referred, and to alert co-signers and managers when items have been posted for their incentive credit approval for example.

The body text of each auto-email can be tailored to your needs, as can the fields that are shown.