Send via SureReceipts


You can easily send documents to any contacts on the order using Send via SureReceipts. When you do, you'll have an audit trail of when the documents were viewed and by whom in the history of the order. Best of all, when an appraisal has been completed, you can deliver the report securely to your borrower and other recipients, since the appraisal itself is not in the e-mail they receive.

To send documents to recipients:

  1. Open the order that is tied to the documents you want to send.
  2. From the toolbar at the top, click Set status and select Send via SureReceipts from the drop-down menu.

    Send to Borrower

  3. In the dialog that appears, you'll be guided through the delivery.

    Send to borrower dialog

    • Step 1 You can select recipients by choosing a contact title from the dropdown. If the contact you choose is already tied to the order, their e-mail will populate just to the right. To add another recipient, click the blue plus sign icon to repeat the process. You can add up to 4 recipients per delivery.
    • Step 2 Select the documents you'd like to send. Any documents already uploaded to the order will be available for you to select for delivery. There is no limit to the number of documents you can send at a time. If you want to add another document, click the Attach document(s) link and follow the prompts for attaching a document to the order.
    • Step 3 In the message field, type anything you would like to appear in the body of the e-mail message that is sent to the recipients. Then click Send.
  4. When the message is sent, a time-stamped event detailing recipients and the documents sent is added to the audit trail of the order.



What the borrower sees

Mercury Network covers your bases regarding the Equal Credit Opportunity Act (ECOA) rules.  The steps below outline the general workflow of what the borrower or co-borrower sees when a report is delivered using the SureReceipts feature.


What other recipients see

The recipient receives an e-mail notification that includes a button to download the documents.

E-mail notification

Once they click the button, they are directed to the SureReceipts delivery web page.

SureReceipts Landing Page

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