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Receiving a Pre-Qual

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For the Lender (sponsor) when an agent requests a pre-qual, you will be notified with a text and then:

  • Click on your Leads tab
  • Click on your Pre-Quals subtab
  • You will see the request there
  • Hover your mouse over the Stat icon to see the status of the Pre-Qual
  • To Edit their Pre-Qual details, click on the  next to the Clients name
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