Overview
Pre-Approval Letters allow you to add custom fields as additional merge tags to your pre-approval template for more flexible, personalized letters that include a variety of datapoints that you may need.
Read about our full Pre-Approval Feature here: Floify Pre-Approval Letter Hub
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Setting up Custom Fields
Create your desired custom field(s) that you want available for the pre-approval letter template. Here is an article that shows how to create custom fields. There are two options.
Use a custom field where you enter data in the Floify UI: Create a Custom Field
Sync a custom field with the Byte or Encompass LOS: Create an LOS Custom Field
Once you have your fields created, a layout is needed to be able to view and/or edit the data in those fields.
To create a new layout, you can follow these instructions: Create a Custom Field Layout
If you have an existing layout to include new fields, you can edit it by following these instructions: Edit or Delete an Existing Custom Field Layout
Using Custom Fields in the Pre-Approval Letter
Configuring the Pre-Approval Letter
Once Custom Fields are configured, using them flows naturally within the PAL Settings and Usage. See below for how to work them into the process.
When configuring your Pre-Approval Letter (click the link here to see how) , you can follow the normal steps with the addition of the following step
Prepare the pre-approval letter template to include the newly created merge tags:
Sending the Pre-Approval Letter
When sending your Pre-Approval Letter (click the link here to see how , you can follow the normal steps with the addition of the following step.
Access the loan flow to enter the values for the custom field(s) and save the data:
Voila! The mapped fields will now be included in your letter.