Preview a Sample of 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 preview a sample of 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 Preview Sample Pre-Approval Letter:






You'll be able to see a sample here with dummy information displayed where the tags would go:


Note: If you need to adjust your tags to align more closely with the text, you can go back and prepare the letter again: Upload and Prepare My Pre-Approval Letter Template.





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

Please sign in to leave a comment.