How to generate a fee worksheet
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. Scroll down to "Fee Worksheet" and click on "Generate".
Screenshot: Displays the Forms tab and the Generate button for the Fee Worksheet.
4. Fill in the required fields.
Note: only filled in fields will be generated in your final fee worksheet.
5. Once completed click on "Generate Form"
Video Clip: Displays the Generate Fee Worksheet window, with credit fields, note field, and the Generate Form button shown.
6. The form is now ready for download. Click on the download icon to download the form to your computer.
If you need to make changes to the form, click "Re-generate" to edit and generate a new version of the form.
Screenshot: Displays the Re-generate button for the Fee Worksheet.
How to generate a pre-approval letter
Create, edit and download a customized pre-approval letter for your borrowers with these quick steps.
1. Open the borrower's existing loan.
2. Select "Forms" in the left navigation bar.
3. Scroll down to "Pre-approval letter" and click on “Generate”
Screenshot: Displays the Forms tab and the Generate button for the Pre-Approval Letter.
4. Fill in the required fields.
Note: only filled in fields will be generated in your final pre-approval letter.
5. Once completed click on "Generate Form".
Video clip: Demonstrates how to generate the Pre-Approval letter after updating the date and the conditions fields.
6. The form is now ready for download. Click on the download icon to download the form to your computer.
If you need to make changes to the form, click "Re-generate" to edit and generate a new version of the form.
Screenshot: Displays the Re-generate button for the Pre-Approval letter.
Should you require further help please click the chat button in Finmo or send an email to support@jupiterlos.com.