Generating a Pre-Approval Letter

To generate a pre-approval letter, try the following:

  1. Go into the loan.
  2. Go to the Products & Pricing screen.
  3. Update the information on this screen so as to get pricing results.
  4. Click Price Loan at the top right.
  5. For the applicable product, click the Actions menu on the far right.
  6. Select Pre-Approval from the options.
  7. The Pre-Approval appears.

If desired, you may Download the form via the button at the top right.

Similarly, you can Send the document via email directly to the borrower with the Send button at the top right.

See these steps below:


If you do Send the letter, it will be sent as a PDF attachment in an email similar to the below: