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.
- Access the Loan file.
- Navigate to the Actions Section
- Locate the Print Forms section.
- Click on Send OR Preview depending on your needs
- Enter Print Form Parameters if desired
- Click Save & Continue
- If you hit the preview button a PDF will open in a new tab within your browser
- 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: