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How to set up E-Mail in User Preferences?

In order to send email out of The Mortgage Office®, you must have an Internet Service Provider (ISP) providing SMTP email capability.

 

NOTE: You must have the SMTP information for your Internet Service Provider (ISP) before being able to successfully set up E-mailing in TMO. If you have an IT team, request this information from them. If not, the support team at the ISP you are using will be able to provide this information. 

To set up your email in TMO:

  • Click white cog blue background Options in the upper right-hand corner of The Mortgage Office®.
  • Click envelope-solid E-Mail from the menu pane on the left.

General Tab Setup

  • Click the General tab.

  • In the Display Name box, type the name you want to be displayed as the "Sender" to the recipient. 
    • This is usually the company name. 
  • In the Email Address box, type the email address you will be sending E-Mails from.
    • This is usually a "servicing" or "info" e-mail address, but can be whatever address you'd like to use. Examples:  servicing@tmo.com or info@tmo.com

IMPORTANT:

The account used to authenticate email sending must have permission to send from the Email Address configured above.

  • Microsoft 365 requires Send As permission

  • Google must be authorized to send from the address

  • SMTP credentials must match or be allowed to send from the address

    • In the Reply Address box, type the E-Mail address you'd like any replies to go to. 
    • For any reason, if you want to receive a blind carbon copy (Bcc) of all E-Mails sent out of The Mortgage Office®, check Blue Check Box_r Always send a Bcc to this email address and type in that specific address.

TIPS:

  • You may also use the Always send a Bcc to this email address option to have all emails sent from The Mortgage Office® stored in a single mailbox as a repository.
  • You may enter multiple email addresses in this field by separating them with a semicolon.

Sending Tab Setup

  • Click the Sending tab.
    • The system supports the following email methods:
      • SMTP (Basic Authentication)
      • Microsoft 365 (Office 365)
      • Google

SMTP (Basic Authentication)
    • In the SMTP Server box, type the SMTP mail server information received from your IT team or your ISP.

NOTE: 

The SMTP Server name is used to specify the mail server use to deliver messages.

    • Leave the Port Number at 25, unless you know the SMTP mail server requires a different number.

NOTE: The Port Number defines the port number which is used to establish a connection with the mail server. This property is used in conjunction with the SMTP Server name to specify an alternate mail server which is responsible for delivering messages for the current user. If no value is entered, the default SMTP Port Number will be used when connecting to a relay mail server.

    • The Secure Protocol drop-down can be used to specify the security protocol to be used when establishing a secure connection with a server. By default, the control will attempt to use either SSL v3 or TLS v1 to establish the connection, with the appropriate protocol automatically selected based on the capabilities of the server. It is recommended that you only change this property value if you fully understand the implications of doing so. Assigning a value to this property will override the default and force the control to attempt to use only the protocol specified. One or more of the following values may be used:
      • None. No security protocol has been selected. A secure connection has not been established with the server.
      • Default. When the default protocol is selected, the system will use SSL v3 or TLS v1 to establish the connection, with the appropriate protocol automatically selected based on the capabilities of the server. 
      • SSL. The Secure Sockets Layer (SSL) protocol has been selected. Note that this protocol has been deprecated and is no longer widely used. It is not recommended that this protocol be used when establishing secure connections. 
      • SSL 2.0. The Secure Sockets Layer (SSL) version 2.0 protocol has been selected. Note that this protocol has been deprecated and is no longer widely used. It is not recommended that this protocol be used when establishing secure connections.
      • SSL 3.0. The Secure Sockets Layer (SSL) version 3.0 protocol has been selected. This version of the protocol, and version 1.0 of the Transport Layer Security (TLS) protocol, are the most commonly used security protocols.
      • PCT 1.0. The Transport Layer Security (TLS) version 1.0 protocol has been selected. This version of the protocol, and version 3.0 of the Secure Sockets Layer (SSL) protocol, are the most commonly used security protocols.
      • TLS 1.0. The Transport Layer Security (TLS) version 1.0 protocol should be used.
      • [Unknown]. If you are not sure what protocol to choose, choose this option, though we recommend choosing the default option. 
    • *If the SMTP server requires authentication*
      • Click Blue Check Box_r My SMTP server requires authentication.
      • Enter your User Name.
      • Enter your Password.
  • Click Test Account Settings to send a test email to yourself. If the email test fails, please consult your IT team or ISP to make sure you entered the correct information. If you still have problems after verifying the information, contact Applied Business Software at support@absnetwork.com. 
    • You must complete this step before trying to send emails out of The Mortgage Office®. 

Microsoft 365 (Office 365)

  • Select Office 365 as the Authentication Method.
  • Click Connect to Email.
  • Sign in with your Microsoft account and complete authorization.

Once connected:

  • The system retrieves an access token and refresh token

  • The authorized email address is displayed

  • You will not need to log in again unless access is revoked

     

NOTE:

The authenticated account must have Send As permission for the email configured on the General tab.

Enable or disable authenticated client SMTP submission (SMTP AUTH) in Exchange Online

Google

  • Select Google from the Email Provider dropdown.

  • Enter the email address and click Connect Email.

  • Sign in and approve the authorization request.

Once connected:

  • You can click Test Account Settings to verify setup

  • Emails will be sent from the connected Google account

Signature

  • Click the Signature tab.
    • If you want to automatically sign all outgoing emails, check Blue Check Box_r Include signature when sending emails and type your signature in the multiline box below.
      • Note that each user may have his or her own personalized signature.
  • Click OK  OK to save your changes. 

Email Provider Resources: 

  • Yahoo
  • Outlook
    • If using Outlook and you are having issues successfully setting up the E-Mail, please consult your IT team or ISP to make sure you entered the correct information.
  • Gmail
  • AOL
  • GoDaddy
    • If you use GoDaddy, you must contact them directly for the SMTP setup. Because of the way GoDaddy handles SMTP information, we will not be able to help. 
    • If GoDaddy is not able to help setup the SMTP information, another option would be to create a Gmail account to use for sending information out of The Mortgage Office®. 
      • Using the Gmail method, you have the option of Bcc'ing the GoDaddy E-mail address so you can monitor what is being sent.