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  1. Select Create New Task.

  2. Click the Send Test Email button.

  3. The Send Test Email window opens.

  4. Select From Agent from the drop-down list. This is who the email is coming from.

  5. Enter a borrower borrower’s last name.

  6. Click Enter or the search icon.

  7. Select a borrower's name from the Application drop-down list.

  8. Enter the address to which the test email will be sent in the To Emails(s) field.

  9. Click Send to send the test email.

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