Email Automation Templates

Dear [Client Name],\n\nThank you for submitting your claim with CareQuest Management. We have received your details and your case has been logged.\n\n**Case Reference:** [Case Reference]\n\n**What happens next:**\n1. We will review your information within 1 business day\n2. We will submit a Data Subject Access Request (DSAR) to your lender\n3. The lender has 30 calendar days to respond\n4. We will analyse the evidence and build your claim\n\nWe will keep you updated at every stage. If you have any questions, please reply to this email.\n\nYours sincerely,\nCareQuest Management

Dear [Client Name],\n\nWe are pleased to confirm that your Data Subject Access Request (DSAR) has been formally submitted to [Lender Name] by recorded delivery.\n\n**DSAR Reference:** [DSAR Reference]\n**Submission Date:** [Date]\n**Deadline:** [Date + 30 days]\n\nThe lender is legally required to respond within 30 calendar days under UK GDPR Article 15. We will track this deadline and notify you when we receive their response.\n\nIf you receive any correspondence from the lender directly, please forward it to us.\n\nYours sincerely,\nCareQuest Management

Dear [Client Name],\n\nThis is a reminder that your lender has 10 calendar days remaining to respond to your DSAR.\n\n**Deadline:** [Date]\n\n**What to expect:**\n- The lender must provide all data they hold about you\n- This includes agreements, correspondence, commission records\n- If they fail to respond, we will escalate to the ICO\n\nWe will contact you immediately when we receive their response. In the meantime, if you have any questions, please let us know.\n\nYours sincerely,\nCareQuest Management

Dear [Client Name],\n\nWe have received the DSAR response from your lender. We are now reviewing the documents in detail.\n\n**Next steps:**\n1. We will analyse the evidence for breaches\n2. We will identify any mis‑selling or regulatory violations\n3. We will build your formal complaint\n4. We will submit to the lender and, if needed, the FOS\n\nThis analysis typically takes 5-7 business days. We will update you on our findings as soon as possible.\n\nYours sincerely,\nCareQuest Management

Dear [Client Name],\n\nWe have completed our analysis of your lender's response. We have identified [Number] regulatory breaches and are now building your formal complaint.\n\n**What we found:**\n[Brief summary of findings]\n\n**Next steps:**\n1. We will draft your formal complaint letter\n2. We will submit to the lender\n3. If the lender rejects or fails to respond, we will escalate to the FOS\n4. We will keep you updated throughout\n\nWe will contact you within 5 business days with the draft complaint for your review.\n\nYours sincerely,\nCareQuest Management