This page describes the legacy template management experience. If you are on the updated Admin Portal layout, see Manage communication templates.
Templates are the basis for all automated and manual communications sent to borrowers through Peach. Each template defines the content, layout, and variables for a specific interaction across channels like email, SMS, mail, and in-portal pages. Use the Templates page to view, edit, and preview your communication templates.
Availability: All clients Required permissions: communicator.template:read (to view); communicator.template:update (to edit); communicator.template:activate (to activate versions)
- Templates work in conjunction with the Repayment Engine. A template must be enabled for an interaction to be sent, even if the corresponding Repayment Engine configuration is active.
- Changes to templates take effect immediately. As soon as you save, subsequent communications using that template will reflect your changes.
From the Admin Portal sidebar, select Templates. The templates list displays all templates in a table.
| Column | Description |
|---|---|
| ID | The template descriptor identifier (TD-XXXX-XXXX). Select to open the template detail page. |
| Template | The subject name of the template, describing the interaction it generates. |
| Channel | The delivery method: Email, SMS, GUI, Mail, Document, or Voice. |
| Language | The template's language (e.g., English). |
| Active Version | The active template version identifier (TV-XXXX-XXXX). |
| Product ID | The loan type this template is associated with (LT-XXXX-XXXX). A dash (—) means the template applies to all loan types. |
| Enabled | Whether the template is enabled: Yes or No. Disabled templates are not sent to borrowers. |
Use the search bar to find templates by name or ID.
Select a template's ID to open its detail page. The page shows a single Template details card with the following information:
- Subject, channel, language, enabled status, and sensitive data flag
- Subject line and HTML/text content (for applicable channels)
- Version ID, product ID, created at, and updated at
From the detail page you can select Preview to open the preview page, or Edit to edit the template inline.
- From the Templates list, select a template's ID to open its detail page.
- Select Edit.
- Update the fields you want to change:
- Enabled — Toggle whether the template is active.
- Subject line — The email subject line (email channel only).
- HTML content — The full HTML body of the template.
- Text content — The plain text fallback (email channel) or primary body (SMS, voice).
- Select Save to apply your changes, or Cancel to discard them.
Variables use double curly bracket syntax: {{variable}}. Insert them directly into the HTML or text content fields.
- From the template detail page, select Preview.
- Search for and select a Borrower to populate borrower-specific variables.
- Optionally select a Loan and Case, or choose "Use sample loan info" / "Use sample case info" for generic sample data.
- If the template is a statement, select the relevant Statement.
- Select Generate Preview to render the template with the selected data.
- For document or GUI channel templates, select Open as PDF to view the rendered output.
- Edit in Sandbox — Make changes in the Sandbox environment first.
- Preview in Sandbox — Use the PDF preview to verify formatting and variable rendering.
- QA in Sandbox — For substantial changes, validate with actual sandbox customers.
- Edit in Production — Once validated, apply the same changes in Production.
- QA in Production — Confirm changes using the PDF preview and by reviewing actual customer communications in the CRM.
| Field | Description | Required | Values / Format |
|---|---|---|---|
| Subject | The name identifying this template. Distinct from the email subject line. | Yes | Dropdown of interaction subjects |
| Channel | The delivery channel for this template. | Yes | GUI, Document, Mail, SMS, Email, Voice |
| Loan type | Associates the template with a specific loan type. If not set, the template applies to all loan types. | No | Dropdown of loan types |
| Language | The language this template is written in. | Yes | Language selector |
| Enabled | Controls whether the template is active. Both the template and its Repayment Engine configuration must be enabled for automated sending. | Yes | Yes, No |
| Sensitive information | When enabled, agents can see that a communication was sent but cannot view the content. | No | On/Off |
| Channel | Description |
|---|---|
| Generates an email. Uses both HTML and text content — the text version displays if the borrower's email client can't render HTML. | |
| Text (SMS) | Generates an SMS message. Keep messages under 320 characters. Use the shortURL attribute (e.g., {{portal("/")|shorturl}}) for links to minimize character count. |
| Generates a physical letter sent to the borrower by Peach. | |
| GUI | Generates a page displayed in the Borrower Portal. |
| Document | Generates a document (such as a disclosure or agreement). |
| Voice | Generates a voice message. Currently used for two-factor authentication codes delivered by phone call. |
| Variable | Description |
|---|---|
company.brandName | Your company's brand name from the company config. |
company.config.support.email | Your support email address. |
company.config.support.phone | Your support phone number. |
person.name.firstName | The borrower's first name. |
loan.displayId | The loan's display ID. |
loan.atOrigination.amountFinanced | The loan's amount financed. Append |money to format as currency. |
loan.balances.outstandingBalances.outstandingTotalAmount | The loan's total outstanding balance. Append |money to format as currency. |
Formatting filters: append |money or |percent to numeric values, |dateformat to dates, and |title to capitalize strings.
| Function | Description |
|---|---|
{{BORROWERNAME(full=False)}} | Outputs the borrower's name, formatted for both company and personal borrowers. Set full=True for the full name. |
{{SIGNATURE()}} | Adds a formatted signature to the communication. |
{{PAYMENTMETHOD(title=True, verbose=False)}} | Outputs the payment method as formatted text. |
{{portal("/", utm=True)}} | Generates a URL to the borrower portal. Append |shorturl for SMS-friendly shortened URLs. |
{{CTA(href, title='CTA')}} | Generates a call-to-action button. |