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:
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.
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