Knowledge Base

Your Guide to AgentMarketing

Pre-Qual Setup

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For Lender (sponsor) accounts, we generate a set of pre-qual letters for you. You can edit, delete, or create your own letters. 

To edit/add a Pre Qual letter (for the sponsor accounts):

  • Click on the Leads tab
  • Select Pre-Quals
  • Click on the  button
  • Click  next to the letter you would like to edit
  • Type in the content for the body of the letter
  • Click  button