Connect Gmail first
Connect your account through Integrations. Follow the integrations guide if you have not connected Gmail yet. The inbox shows messages available to your current organization and access.
Find a message
Open Email Inbox. Use All, Unmatched, or Matched to narrow the list, then search by subject or sender.
Additional filters include:
- Email type: loan emails, needs review, other emails, or all types.
- Attachments: with or without attachments.
- Extraction status: Parsed, Failed, or Pending.
- Received date: recent periods or any time.
Review the message
Select a message to open its details. Check the sender, subject, content, attachment information, and processing state. Review anything marked as needing attention instead of assuming automatic parsing has resolved it.
Match a message to a loan
When the detail view offers loan matching, choose the intended loan and confirm the match. Check borrower and loan identifiers carefully, especially where a borrower has multiple files.
Open the loan’s Emails tab to see messages connected to that file.
If processing fails
Check the extraction status and error details. Confirm Gmail is still connected in Integrations. If needed, reconnect the account and retry the available action. See troubleshooting for what to include when asking for help.