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Generate a Pre-Approval Letter

How to generate a Pre-approval Letter

Marnie George avatar
Written by Marnie George
Updated over 6 months ago

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 the "Forms" tab in the left navigation bar.

3. Click “Generate” in the “Pre-Approval Letter” section

4. Fill in the “Expiration date” and “Conditions” sections.

5. 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

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