support@valuelinksoftware.com | (888) 587-0805 x.2

How To Email Clients From The System

The administrator has the option to email all clients directly from the system if they wish to make an announcement to their clients. To email all clients from the system, follow the steps below: 

 

1. Click on Admin at the top of the Dashboard. 

€ValueLink' 
Appraisal 
ORDER STATISTICS 
Home 
Orders 
AVM 
Reports 
Accounts 
apo 
Admin 
Today 
Orders Summary 
Created 
Assigned 
Reviewed 
Completed 
Cancelled 
Activities 
Search 
CLIENTS BY VOLUME 
Switch To Teams Workboard 
Create New Order v 
Today 
No orders were created during this time span 
ORDERS BY STATUSES 
Cancelled By Vendor 
QUICK STATS 
Open Orders 
0 
0 
0 
0 
0 
51 
1581 
No orders were created during this time span 
ORDERS WITH UNREAD COMMENTS 
Comments Category 
Orders

 

2. Click on Clients on the left side menu to access the Manage Clients screen. 

 

3. Click on Actions to display the menu and then on Email All Clients. 

MANAGE CLIENTS 
Key," ord 
Client 
ABCD Lender 
Hide Filter 
= Actions 
State 
Status 
Client Type 
Mortgage Lender 
Mortgage Broker 
Mortgage Broker 
Mortgage Lender 
Bank 
Client Type 
Phone 
(713) 111-2222 
(021) 564-5645 
(021) 564-65465 
Add New Client 
Backup Client Data 
Email Client(s) 
Reset Form 
Show records per 
Search Client Users 
Result: 97 item(s) found Ö 
3200 Wilcrest Drive Houston, TX 77042 
Aces Corp. 
112 Clifton Ave Lakewood, AL 95828 
Allianze Broker 
3200 Wilcret Drive Houston, TX 77042 
American Pacific Mortgage 
3000 Lava Ridge CT, suite 200 Roseville, CA 95661 
Anderson Client 1 
2672 King George Hwy surrey, AL V3W 4E3 
Email 
email@valuelinksoftware.com 
testclientl@yopmail.com 
Status 
Active 
Active 
Active 
Active 
Active

 

4. Enter the subject and message text for the email. 

EMAIL CLIENTS 
Send Email to Clients 
Use this screen to send email announcements and alerts to all your clients. The message will be sent to all registered users for all clients in the 
system 
Send Email To: 
@ All Clients 
Subject 
Attach a File@ 
Message 
Source 
O Specific Client 
Send Email Message 
Select 
Cancel

 

5. Click on Send Email Message to send the email. 

Send Email Message 
Cancel

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