Create, edit and download fee worksheets to outline loan-related costs for your borrower.
1. Open the borrower's existing loan.
2. Select the "Forms" tab in the left navigation bar.
3. Click “Generate” in the “Pre-Approval Letter” section
4. Fill in the required fields. Please note, only filled in fields will be generated in your final fee worksheet.
5. Once you have completed filling out your fee worksheet. Click "Generate Form".
6. The form is now ready for download. If you need to make changes, click "Re-generate" to edit and generate a new version of the form.
Should you need further help please click the chat button in Finmo or send an email to supportus@lendesk.com