Mimecast Secure Messaging
In this article, you will see how the new process for sending confidential emails will go, as well as what the borrower themselves will see, allowing you to help them should they request it.
Sending the Confidential Email
When emailing a borrower with sensitive information, such as documents including Personal Identifiable Information (PII), you will need to have “Confidential” in the subject field. It doesn’t matter how you capitalize is, so long as it says “Confidential” somewhere in the subject. In our example, we’ll send Nathan, our borrower, a confidential email with capital i’s.
Rather than receive the “Loan Doc” document, Nathan will receive two emails.
Accessing the Secure Message Portal
The first of the two will contain the information needed to sign into the Mimecast portal to receive the confidential email, including a link to the secure message itself.
The second one will contain helpful information such as a redirect to the secure message itself,
and a link to create a new password for themselves.
Once the link to the secure message has been clicked, borrowers will be brought to a page to copy/paste the information given in the first email, which is their email and the temporary password within it. Once entered, they will need to insert the temporary password in the top field, and then create a new one for themselves so that they can access the Secure Messaging portal.
The Secure Message Portal
Once the new password has been accepted, and the borrower has been able to sign into the portal, they will see a version of the Secure Messaging portal, much like your own. The email sent will be in their inbox, and from here they may access the confidential email and its attachments.
Not only can borrowers receive emails within the portal, but they can also reply through it, keeping all important information to be sent back and forth in a secure environment.
The Borrowers reply, and How to Securely Respond
When a borrower replies through the Secure Messaging portal, you will receive an email of them doing so. The following picture is an example of such a notification email.
That’s it! It’s as simple as having the borrower create the account and then using the Secure Messaging portal to send sensitive and confidential information. A few quick reminders:
- “Confidential” must be in the subject line to be sent through the Secure Messaging portal, regardless of capitalization.
- Borrowers will only need to create the account once, after that, they can sign into the Secure Messaging portal with their credentials.