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Download My Pre-Approval Letter Template

Overview The Realtors, Partners settings allow for you to make various configuration changes to your realtor/partner contacts and your pre...

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Written by Foster Siebken

Overview

The Realtors, Partners settings allow for you to make various configuration changes to your realtor/partner contacts and your pre-approval letter template.

Among these settings, you'll have access to download your pre-approval letter template.

How to Set Up

From your loan pipeline, navigate to Settings and select the Realtors, Partners tab:

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Scroll down to Pre-Approval Letter Template and select Edit Pre-Approval Letter Template:

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Select Download Pre-Approval Letter Template:

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This will download the template directly to your computer in a PDF format.

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