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 Letter button found in the upper right corner of the screen in any tab within the loan file.

Important: If your browser window or screen resolution is particularly small, the Pre-Approval Letter button will shrink down into a small Email icon.

Via the buttons at the top, you can Edit the Pre-Approval Letter, Download it, or Send it to the client via email.

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