You can access the Admin information in the top black navigation bar in EasyLodge®. This is only available to Admin users.

You will find the buttons at the top and bottom of the page.

Click on the (a)Users buttons to access a List of Users. The information on this list include their Email; name; access level/s; registration date; registration number and status.

Click on the (b)Status Emails button to access the Email list. The information on this list includes the subject; statuses; direct-to-web; broker; assignee; applicants; business; custom; back office; admin companies and INCL contract. You can also create a new status email by clicking on the green +New Status Email button on the right side of the page.

Use the drop-down box on the (c)Message Templates button to select Email Templates or SMS Templates.

Click the (d)Verification Sheets button button to access a Verification Sheets List. The information on this list include the kind; the name and the finance categories. Your can also create a new verifications sheet by clicking on the green + New Verification Sheet button on the right side of the page.

Click on the (e)Documents button to access a Documents list. The information on the list include the name; the description and the download. You can also create + New Documents.

Click on the (f)Aggregators button to access the Aggregators List. The information on this list contain the registered name; trading name; companies and users. You can also create a new aggregator by clicking on the green + Aggregator button.

You can also quickly create a new Aggregator by clicking the green (g)+ New Aggregator button that is next to the Aggregators button on the Platform page.

Click on the blue (h)Update Platform button to update the platform information.

Create a New Status Email.

Click on the (b)Status Email button and then on the green +New Status Email.

Enter a subject and the rest of the required fields.

You can select multiple Products, Statuses, Contracts and Documents to add to the email.

Its important to know that a status for e.g. could be sent when an application is conditionally approved.

Choose the required recipients.

The ticks mean it will be sent to the selected people.

The email can be sent to multiple people, applicants, brokers etc.

For the emails body you can choose between a Html Body or a Text Body.