📨 Servicer Email & First Payment Letter (LO Ninja)
When a loan funds in Arive, LO Ninja automatically handles post-close follow-up for you. One key step? Sending your borrower their Loan Summary email—also known as the Servicer Email.
📆 When It Sends
14 days after funding, LO Ninja sends an email to your borrower explaining:
What to expect with their first mortgage payment
Who their loan servicer is (if available)
A warm post-close message branded with your info
This is part of the “Tidy Up” checklist that gets emailed to you immediately after funding. Look for the line:
In 14 Days: Share Loan Summary
📥 How to Add a First Payment Letter
Want to include a personalized PDF with payment info?
You’ll get a reminder email 1 day before the Servicer Email goes out. It says:
“If you’d like to include a First Payment Letter...
Go to the contact profile
Upload the PDF in the First Payment Letter field
It will be automatically attached to the email.”
If the letter isn’t uploaded, the email still sends—just without referencing the attachment. No errors, no confusion.
✅ Quick Steps to Add It
Go to the primary borrower’s Contact Profile
Find the custom field called “First Payment Letter”
Upload the PDF
Done! It auto-attaches to the Servicer Email
👌 Why It Matters
Reduces questions about the first payment
Makes you look professional and proactive
Keeps follow-up seamless and automated