Product Update: April 2024
10/10/23
Send Welcome email for Joint Applicant
Released on
xx/xx/xx
Platform
Branch and Member Portal
Availability
All partners going live with DAO
What is this feature?
From now on, all the Joint Applicants on successfully created accounts will receive a Welcome email regarding their newly opened account
How to use?
Add a Joint Applicant with an email you have access. Once the account is booked to Core you will receive
Important things to know
Primary and Joint applicants are the only ones receiving the email. Beneficiaries will not receive the Welcome email.
Send Welcome email for Joint Applicant
Released on
xx/xx/xx
Platform
Branch and Member Portal
Availability
All partners going live with DAO
What is this feature?
From now on, all the Joint Applicants on successfully created accounts will receive a Welcome email regarding their newly opened account
How to use?
Add a Joint Applicant with an email you have access. Once the account is booked to Core you will receive
Important things to know
Primary and Joint applicants are the only ones receiving the email. Beneficiaries will not receive the Welcome email.
Smaller features
Make the Beneficiary PII form customizable
You can select which PII you want to request from Beneficiaries from a pre-defined list.
Make the Beneficiary type a config
You can define which type of beneficiary you want to allow applicants to select, from Business or Personal Beneficiary!
Make the Beneficiary PII form customizable
You can select which PII you want to request from Beneficiaries from a pre-defined list.