Use Outlook's AI to Draft Condition Response Emails
What This Does
Outlook Copilot reads the email thread you're replying to and drafts a response based on a brief description you give it — so instead of writing condition response emails from scratch, you describe what you want to say in one sentence and get a polished draft.
Before You Start
- You have Microsoft 365 with Copilot enabled (check with your IT admin or your Microsoft account)
- You're in the Outlook desktop app or Outlook on the web (office.com)
- You have an email thread open that you need to respond to
Steps
1. Open the email you need to reply to
Open an email from an underwriter, a borrower, or a real estate agent that you need to respond to. This could be a condition notification, a document request, or a status inquiry.
2. Click Reply
Click the Reply button to open the reply compose window.
3. Find the Copilot option
Look for the Copilot button (sparkle icon) in the compose toolbar — it may appear as "Draft with Copilot" or a small icon above the message area. Click it.
4. Describe what you want to say
A prompt field appears. Type a brief description of what you want the email to say — NOT the full email, just the key point.
5. Review and edit the draft
Copilot generates a complete email. Read it, adjust the tone if needed, add any specific details (loan numbers, dates), and hit Send.
What you should see: A full, professional email draft that takes your one-sentence description and turns it into a complete reply. Troubleshooting: If the draft is too long, click "Make it shorter." If the tone isn't right, click "Make it more [formal/casual/direct]" from the adjustment options.
Real Example
Scenario: An underwriter emailed you: "Please provide the executed rental agreement for the investment property at 4521 Oak Drive — Condition #7." You've already uploaded the lease to Encompass.
What you type into Copilot: "Tell them I've uploaded the executed lease agreement for the Oak Drive property to the Encompass document folder, satisfying Condition 7. Ask if there's anything else needed before final approval."
What you get: A professional 3-sentence reply that confirms the upload, references the condition number, and asks a forward-looking question to keep momentum.
Tips
- Use Copilot for realtor updates too: "Tell them we're still in underwriting, approval expected by Thursday, and we're on track for the April 15 closing."
- When you get a frustrated or demanding email, describe the situation to Copilot neutrally and it will draft a response that's diplomatic even when you're stressed
- The "Adjust" button lets you change the length and tone without retyping your description
Tool interfaces change — if the Copilot button has moved, look for a sparkle icon in the compose toolbar or check Microsoft's current Outlook Copilot documentation.