{ "name": "LoanOS \u2014 Refi Intake Email", "nodes": [ { "parameters": { "path": "loanos-refi-intake", "httpMethod": "POST", "options": {} }, "id": "webhook", "name": "Webhook", "type": "n8n-nodes-base.webhook", "typeVersion": 2, "position": [ 220, 300 ] }, { "parameters": { "jsCode": "const body = $input.first().json.body;\n\nconst borrowerFirst = body.borrower_first_name || '[Borrower]';\nconst borrowerLast = body.borrower_last_name || '';\nconst coBorrowerFirst = body.co_borrower_first_name || '';\nconst borrowerEmail = body.email || '';\nconst loanId = body.loan_id || '';\nconst loanAmount = Number(body.loan_amount) || 0;\nconst rate = Number(body.rate) || 0;\nconst piPayment = Number(body.pi_payment) || 0;\nconst totalMonthly = Number(body.total_monthly_payment) || 0;\nconst cashToClose = Number(body.cash_to_close) || 0;\nconst lockPeriod = body.lock_period || '30 days';\nconst escrow = body.escrow || 'Active';\n\nconst coBorrowerSalutation = coBorrowerFirst ? ' and ' + coBorrowerFirst : '';\n\nconst fmt = (n) => Math.abs(n).toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 });\nconst loanAmountFmt = '$' + fmt(loanAmount);\nconst piPaymentFmt = '$' + fmt(piPayment) + '/mo';\nconst totalMonthlyFmt = '$' + fmt(totalMonthly) + '/mo';\nconst cashAmt = '$' + fmt(cashToClose);\nconst cashLabel = cashToClose < 0 ? 'Cash Back at Closing' : 'Cash to Close';\n\nconst escrowRow = escrow === 'Waived'\n ? 'EscrowWaived \u2014 taxes & insurance paid directly'\n : 'EscrowActive';\n\nconst subject = 'Your Refinance is Underway \u2013 Adam Styer | Mortgage Solutions LP';\n\nconst html =\n '
' +\n '

Hi ' + borrowerFirst + coBorrowerSalutation + ',

' +\n '

Your refinance is underway. Below is a summary of your loan terms from the initial fees worksheet.

' +\n '' +\n '' +\n '' +\n '' +\n '' +\n '' +\n '' +\n '' +\n '' +\n escrowRow +\n '
Loan Summary
Loan Amount' + loanAmountFmt + '
Interest Rate' + rate + '%
Principal & Interest' + piPaymentFmt + '
Est. Total Monthly Payment' + totalMonthlyFmt + '
' + cashLabel + '' + cashAmt + '
Rate Lock' + lockPeriod + '
' +\n '

Janie, our processor, will reach out shortly to collect the documents needed to get your file to underwriting. In the meantime, if you have any questions, call or text me at 512-956-6010 or reply to this email.

' +\n '

Adam Styer
Senior Loan Officer | Mortgage Solutions LP
NMLS# 513013
(512) 956-6010
adam@thestyerteam.com

' +\n '
';\n\nreturn [{\n json: {\n subject,\n html,\n borrowerEmail,\n loanId,\n borrowerFirst,\n borrowerLast,\n loanAmountFmt,\n rate\n }\n}];" }, "id": "build-refi-email", "name": "Build Refi Email", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 440, 300 ] }, { "parameters": { "resource": "draft", "additionalFields": { "bodyContent": "={{ $json.html }}", "bodyContentType": "html", "subject": "={{ $json.subject }}", "toRecipients": "={{ $json.borrowerEmail }}" } }, "id": "draft-refi-email", "name": "Draft Refi Email", "type": "n8n-nodes-base.microsoftOutlook", "typeVersion": 2, "position": [ 660, 300 ], "credentials": { "microsoftOutlookOAuth2Api": { "name": "" } } }, { "parameters": { "method": "POST", "url": "https://uuqedsvjlkeszrbwzizl.supabase.co/rest/v1/activity_log", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth", "sendHeaders": true, "headerParameters": { "parameters": [ { "name": "apikey", "value": "" }, { "name": "Authorization", "value": "" }, { "name": "Prefer", "value": "return=minimal" } ] }, "sendBody": true, "specifyBody": "json", "jsonBody": "={ \"loan_id\": \"{{ $('Build Refi Email').item.json.loanId }}\", \"action\": \"refi_intake_email_drafted\", \"details\": \"Refi intake email drafted for {{ $('Build Refi Email').item.json.borrowerFirst }} {{ $('Build Refi Email').item.json.borrowerLast }}, {{ $('Build Refi Email').item.json.loanAmountFmt }} at {{ $('Build Refi Email').item.json.rate }}%\", \"created_at\": \"{{ new Date().toISOString() }}\" }", "options": {} }, "id": "log-refi-email", "name": "Log Refi Email", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 880, 300 ], "credentials": { "httpHeaderAuth": { "name": "" } } } ], "connections": { "Webhook": { "main": [ [ { "node": "Build Refi Email", "type": "main", "index": 0 } ] ] }, "Build Refi Email": { "main": [ [ { "node": "Draft Refi Email", "type": "main", "index": 0 } ] ] }, "Draft Refi Email": { "main": [ [ { "node": "Log Refi Email", "type": "main", "index": 0 } ] ] } }, "settings": { "executionOrder": "v1" } }