Your company's Pre-Approval Letter can be customized in the Pre-Approval Letter tab of your Company Settings. It can also be customized for a specific branch, from the same tab in that branch's Branch Settings, or for an individual user from that user's User Settings.
When you click Edit, you will see that much of the pre-approval letter's information is made up of dynamic Information Tags that automatically populate the correct information for your Company or Branch, and for the loan file it is generated for.
You can click Add Information Tags to add more. Currently there are over 70 different dynamic Information Tags to choose from, and we are constantly adding more.
For more information on generating a pre-approval letter, see Generating a Pre-Approval Letter.
If you're following our New User Onboarding Guide,
