How to Issue Pre-Qualification and Pre-Approval Letters?

This article will summarize the steps to preview and send a Pre-qualification and Pre-approval letter.

Step-by-step guide

The guide below will take you through the steps to complete the preview of a Pre-qualification and Pre-approval Letter:

When TBD is input for the subject property address, a pre-qualification letter will be generated. The loan's status will be updated to Pre-Qualify.
A Pre-approval Letter will be generated when you have a complete subject property address. The status of the loan will be updated to Pre-Approval. 

  1. Access the Loan file. 
  2. Navigate to the Actions Section 
  3. Locate the Print Forms section. 
  4. Click on Send OR Preview depending on your needs 
  5. Enter Print Form Parameters if desired 
  6. Click Save & Continue
    1. If you hit the preview button a PDF will open in a new tab within your browser 
    2. If you hit Send you will be directed to an email template. You can just change it to your liking and send it. 

Step-by-step guide

The guide below will take you through the steps to send a Pre-qualification and Pre-approval Letter: