Generate Notices

Upload borrower cases and a Word template to generate Pre-Lit notices in bulk

Borrower Cases Excel

Required columns: loan_id borrower_name

Drop your Excel file here

.xlsx or .xls

Notice Template (.docx)

Use Jinja2 placeholders — {{ borrower_name }} {{ loan_id }} etc.

Drop your Word template here

.docx (Word document)

Workflow

1
Upload Excel file
2
Upload .docx template
3
Click Generate Notices
4
Download enriched Excel

Excel Columns

loan_idrequired
borrower_namerequired
borrower_addressoptional
borrower_emailoptional
borrower_phoneoptional
loan_typeoptional
outstanding_dateoptional
outstanding_amountoptional

Template Variables

{{ notice_id }}{{ loan_id }}{{ borrower_name }}{{ borrower_address }}{{ borrower_email }}{{ borrower_phone }}{{ loan_type }}{{ outstanding_amount }}{{ outstanding_date }}{{ date }}{{ notice_link }}