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Description
Auto-fill ALV-GLG email template from FORTH CRM Automatically fills pre-approval email templates directly from FORTH CRM client data. Open a client's "Debts" tab in FORTH CRM, click the extension, and instantly generate a personalized email showing the client's enrolled debts, current path costs, and new program proposal with savings breakdown. Features: Auto-detects client name, email, total debt, deposit, and program term Populates enrolled debt table with creditor, account number, and balance Calculates Total Cost and Total Program Payout automatically Supports both ALV and GLG plan types One-click copy to clipboard — paste directly into Gmail Built for New Capital Financial agents.