Download My Pre-Approval Letter Template


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:





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






Select Download Pre-Approval Letter Template:






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

Was this article helpful?
1 out of 2 found this helpful
Have more questions? Submit a request

Please sign in to leave a comment.