How to generate and send a Pre-Approval Letter

When a loan is at the Pre-Approved status, you can generate a Pre-Approval Letter by clicking the Pre-Approval tab on the left side of the screen within the loan file.

Via the buttons at the top, you can Edit the Pre-Approval Letter, Download it, or Send it to the client via email. On the right side of the screen, you can grant access to generate Pre-Approval Letters based on limits you set, either for the borrower or for a Realtor Business Contact.

Clicking Send will open an email window, already filled out based on how your Pre-Approval Letter Email Template is set in your Company Settings, with the Pre-Approval Letter attached to the email as a PDF document.

See: Customizing your Pre-Approval Letter