How to Set Up Amazon SES for The Mortgage Office

Step 1 — Sign In to the AWS Management Console

Navigate to signin.aws.amazon.com and sign in with your AWS account credentials.

AWS Sign-In page

Step 2 — Open SMTP Settings in Amazon SES

Once logged in, go to Amazon SES in the AWS console. In the left sidebar, select SMTP settings, then click Create SMTP credentials in the upper right.

Amazon SES — SMTP Settings

Step 3 — Create an IAM User for SMTP

On the Create user for SMTP page, enter the company name in the User Name field. Do not include spaces in the username.

Enter a username (no spaces)

Step 4 — Add Tags

Scroll to the Tags section and enter the corresponding Key and Value pairs for your organization.

Enter your organization's tag key-value pairs

Step 5 — Save Your SMTP Credentials

⚠️ Important: The Retrieve SMTP credentials screen is the only time you can view your SMTP username and password. If you navigate away without saving them, you will need to create new credentials.

Copy and store your SMTP username and SMTP password in a secure location (e.g., a password manager). You will need them in Step 11.

Save your SMTP credentials — only shown once

Step 6 — Navigate to Identities and Select Your Region

In the Amazon SES left sidebar, click Identities. Note the AWS region you plan to use for sending (e.g., us-east-1), then click Create identity.

Select your region and click Create Identity

Step 7 — Select "Email Address" as Identity Type

On the Create identity page, select Email address to verify a single sending address.

📝 Note: If you need to send from multiple addresses, consider domain-level identity verification instead. Sending from an unverified address may cause messages to be rejected or marked as spam.

Select 'Email Address' for single-address verification

Step 8 — Enter Your Email Address and Tags, Then Create Identity

Enter the email address you want to use for sending outbound emails from TMO. Add your tags from Step 4, then click Create identity.

Enter your sending email address and tags

Step 9 — Verify Your Email Address

Amazon SES will send a verification email to the address you entered. Open that email, click the verification link, then return to the SES console and click Refresh.

Check your inbox and click the verification link, then refresh

Step 10 — Confirm Verification

Once the link has been clicked, the identity status will update to Verified. Your email is now authorized to send via Amazon SES.

Identity status updates to Verified

Step 11 — Enter SMTP Credentials in The Mortgage Office

In TMO, open Options and navigate to E-Mail > General tab. Enter your sending email address in the E-mail Address field.

Enter your email address on the General tab

Click the Sending tab and enter the following settings:

Field	Value
Email Provider	Other
SMTP Server	`email-smtp.[your-region].amazonaws.com` Example: `email-smtp.us-east-1.amazonaws.com`
Port	`587`
Secure Protocol	TLS / STARTTLS
Requires Authentication	✓ Checked
Username	Your SMTP username from Step 5
Password	Your SMTP password from Step 5

Click Test Account Settings to verify the connection, then click OK to save.

Enter your SES SMTP credentials on the Sending tab

✅ You're all set! TMO will now route outbound emails through Amazon SES using the verified identity and SMTP credentials you configured.

How to Set Up Amazon SES for The Mortgage Office

This guide walks you through creating SMTP credentials in Amazon SES, verifying your sending email identity, and entering those credentials into The Mortgage Office (TMO).