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.
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