Pre-Qual Setup

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 Setup button
• Click Edit next to the letter you would like to edit
• Type in the content for the body of the letter
• Click Save