You still don't get it.....

 

Just say i am a mortgage manager or an admin staff member and my email is
st...@mortgages.com.au.  A new loan application is created and assigned the
id of 54745, an email account is created and all incoming emails are sent to
this account. Thats all fine so far.

 

Now...as the manager or admin staff, how do i collect get these emails to
review? Either i will have to create a new account in my outlook so i can
get the emails or there will need to be a forwarder on the email account on
the exchange server to forward the emails to my steve@ account right?

 

From: rai...@ozemail.com.au [mailto:rai...@ozemail.com.au] 
Sent: Friday, 15 October 2010 1:35 PM
To: cfaussie@googlegroups.com
Subject: RE: [cfaussie] CF 9 & Microsoft Exchange

 

Hi Steve,

 

Sorry I still need to further clarify

The mortgage manager is the intermediary between all third parties relating
to the mortgage process so there would never be a situation of an incomming
email sent from a solicitor / bank or other third party relating to a
specific loan being automatically on forwarded to the broker. The loan
specific email is for email content management of the mortgage broker. 

There is no forwarding needed incomming emails sent to
54...@mortgages.com.au from third parties either from the broker / the
solicitor / the bank etc to the mortgage manager. Emails sent to
54...@mortgages.com.au are actioned by the mortgage manager admin staff
never automatically on forwarded to the broker

 

The concept for the email accounts to be dynamically created when a new loan
is loaded is so that the mortgage manager recieves all incomming emails from
third parties relating to sent to the laon specific email account.

I am stil at the space of trying to determine how I can have the cf
application automatically interact with exchange 2003 and create a new email
account that represents the new loan id each time a new application is
completed ???

Regards

Claude Raiola (B.Econ Acc; B.Hot. Mngt)
Samaris Software
Email: i...@samaris.net <mailto:i...@trackingcentral.om.au> 
Website: www.SAMARIS.net <http://www.TrackingCentral.com.au> 
Mobile: 0414 228 948

 

From: cfaussie@googlegroups.com [mailto:cfaus...@googlegroups.com] On Behalf
Of Steve Onnis
Sent: Friday, 15 October 2010 12:06 PM
To: cfaussie@googlegroups.com
Subject: RE: [cfaussie] CF 9 & Microsoft Exchange

 

Right but what tells the incoming email to go to the broker? You will need
to set up either a forward for each new email account so that incoming
emails for the loan application are sent to the actual brokers inbox or set
up another system so the broker receives the incoming emails...make sense?
Outlook allows only a single exchange account to be set up per profile

 

From: rai...@ozemail.com.au [mailto:rai...@ozemail.com.au] 
Sent: Friday, 15 October 2010 12:52 PM
To: cfaussie@googlegroups.com
Subject: RE: [cfaussie] CF 9 & Microsoft Exchange

 

Hi Steve,

 

Sorry Steve I think I did not explain myself

 

The concept is to have the loanid email used as the from / reply to email
address when the broker receives emails from the platform, the brokers own
email address is registered in the database and has no bearing on the
functionality I am seeking to develop

 

Example: John Broker submits a loan into the loan platform. The loan
platform dynamically assigns a loanid eg 54745 to the new loan. The loan
platform then needs to automatically create a new mail box in exchange 2003
with email address 54...@mortgages.com.au Any emails sent from the
application relating to loan number 54745 will send the email to the email
address of the person needing to be emailed eg the solicitor / broker / bank
etc etc (the third party email address are already stored in the loan
platform database). The "from" email address and the "replyto" email address
on those emails sent out by the loan platform will be 54...@mortgages.com.au
so that any reply email sent back from the solicitor / broker / bank etc
etc. will be sent to the email address 54...@mortgages.com..au
<mailto:54...@mortgages.com.au>  

 

The above will result in all incoming emails relating to the given loan will
automatically be received by the mailbox created specifically for that loan
number.

 

I trust the above clarifies what I am trying to achieve for those of you
interested in following this topic and I look forward to feedback. 

Regards

Claude Raiola (B.Econ Acc; B.Hot. Mngt)
Samaris Software
Email: i...@samaris.net <mailto:i...@trackingcentral.om.au> 
Website: www.SAMARIS.net <http://www.TrackingCentral.com.au> 
Mobile: 0414 228 948

 

From: cfaussie@googlegroups.com [mailto:cfaus...@googlegroups.com] On Behalf
Of Steve Onnis
Sent: Friday, 15 October 2010 10:50 AM
To: cfaussie@googlegroups.com
Subject: RE: [cfaussie] CF 9 & Microsoft Exchange

 

If you do it like that then you will need to ensure that the broker either
adds the email account into their outlook so they can retrieve the emails
(which they wouldn't even what the user account is because they are being
randomly generated) or dynamically add forwards for those new email accounts
so that the emails are redirected to the appropriate broker which then asks
the question how do you know which brokers will be looking after which
applications? Or are you going to forward the application to all brokers? In
that case is the exchange server set up in a way that you can query the
active directory and get all of the email accounts that are for brokers?
Because as brokers leave and new brokers are employed you will need a way of
easily working out what broker email addresses to use. And then there is
existing applications....what if a broker leaves and another broker takes
over an application? Then you will need a way of getting all the emails from
the previous broker regarding any applications and then making them
available for the new broker.

 

All this would be much easier being manages within its own application away
from exchange

 

From: rai...@ozemail.com.au [mailto:rai...@ozemail.com.au] 
Sent: Friday, 15 October 2010 11:37 AM
To: cfaussie@googlegroups.com
Subject: [cfaussie] CF 9 & Microsoft Exchange

 

Hi Steve,

 

the idea being to allow all email sent and received relating to a loan will
have the loanid as the email address 

 

sending out emails to the brokers or  funders or solicitors etc will have
the [loan...@mortgages.com.au as the email address and also the reply to
address to ensure all reply emails sent back will be sent to that unique
email address so that all email correspondence relating to a specific loan
can be found in specific mail box

 

Regards

Claude Raiola (B.Econ Acc; B.Hot. Mngt)
Samaris Software
Email: i...@samaris.net <mailto:i...@trackingcentral.om.au> 
Website: www.SAMARIS.net <http://www.TrackingCentral.com.au> 
Mobile: 0414 228 948

 

From: cfaussie@googlegroups.com [mailto:cfaus...@googlegroups.com] On Behalf
Of Steve Onnis
Sent: Tuesday, 12 October 2010 4:44 PM
To: cfaussie@googlegroups.com
Subject: RE: [cfaussie] CF 9 & Microsoft Exchange

 

Why do you need email accounts? Why wouldn't you just put all the info into
a database?

 

From: rai...@ozemail.com.au [mailto:rai...@ozemail.com.au] 
Sent: Tuesday, 12 October 2010 4:24 PM
To: cfaussie@googlegroups.com
Subject: RE: [cfaussie] CF 9 & Microsoft Exchange

 

Thanks for the reply

 

However I was hoping to have specific email boxes for each loan created so
that then the loan platform could then read all emails from the email box
for the loan details being displayed on the screen.

 

Regards

Claude Raiola (B.Econ Acc; B.Hot. Mngt)
Samaris Software
Email: i...@samaris.net <mailto:i...@trackingcentral.om.au> 
Website: www.SAMARIS.net <http://www.TrackingCentral.com.au> 
Mobile: 0414 228 948

 

From: cfaussie@googlegroups.com [mailto:cfaus...@googlegroups.com] On Behalf
Of Simon Haddon
Sent: Tuesday, 12 October 2010 2:04 PM
To: cfaussie@googlegroups.com
Subject: Re: [cfaussie] CF 9 & Microsoft Exchange

 

I had a similar problem to this and decided that it made more sense to have
1 email and forward all emails that met a certain criteria to the real email
account.

When an email was sent it was sent using the i...@domain name . email received
as i...@domain would get forwarded/aliased to realem...@domain.

Hope that helps a bit as another option.

Cheers,
Simon

On 12 October 2010 09:39, <rai...@ozemail.com.au> wrote:

I am working on a mortgage loan platform where by we are wanting to auto
create an exchange email mailbox each time a loan application is created

 

To illustrate, the mortgage broker logs on to the loan application platform
(which is written in CF) and completes the online application form. Each
loan application completed auto generates its own unique loan id which is
used throughout the loan platform for data related to the loan. 

 

I am looking to have the application dynamically create a email account in
exchange once the application has been completed using the unique loan
application number as the email address eg: 54...@mortgages.com.au

 

The rationale being that once the email account ha been created all
correspondence sent / received relating to the loan will use the unique
email address relating to the loan number

 

I am in the process of upgrading to CF 9 and I am aware there are some new
features in cf9 that allow for live interaction with Exchange.

 

I look forward to any comments / suggestions and thank you in advance

 

 

Regards

Claude Raiola (B.Econ Acc; B.Hot. Mngt)
Samaris Software
Email: i...@samaris.net <mailto:i...@trackingcentral.om.au> 
Website: www.SAMARIS.net <http://www.TrackingCentral.com.au> 
Mobile: 0414 228 948

 

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