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Adding a Pre-Qual Request

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If an agent wants to request a pre-qual letter from their lender sponsor:

From the Agent’s account:

  • Click on your Leads tab
  • Click on Pre-Quals subtab
  • Click on  to add a new client to request a pre-qual for
  • Type in the client’s name and click GO (if the client is in your Clients database on Agent Marketing, you will be able to choose them from the drop down menu)
  • Once submitted, you will wait for your lender to view and respond to your Pre-Qual request. 
Next Pre-Qual Setup
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