How to Create a Pre-Approval Letter Page
Using the Simple Mode
Shuvo
Last Update il y a 22 jours
Delivering a pre-approval letter and referring out a trusted real estate partner has never been easier. This digital page helps lenders showcase the buyer’s qualification status in a professional, branded format—complete with personalized messaging and optional video. It’s a great way to stand out when submitting offers and also gives you the chance to spotlight a preferred real estate agent for seamless collaboration.
- Computer
- Kaydoh Account
- Borrower's name and pre-approval details
- Optional: a personalized video message for the borrower
- Optional: your preferred Realtor's portfolio or contact page link
- Watch Tutorial (2 minutes)
- Read Tutorial (step-by-step)
Ready to get started? Simply head to your dashboard and choose “Create a New Page”. Then select "Easy Mode".
Scroll to find or type in the search bar "Pre-Approval Letter". Hover over the template and click CREATE.
On Step 1 page, fill out the required information, including the Borrower Name & Page Title. Make sure to double-check all info for accuracy, then click NEXT.
In Step 2 page, you’ll be able to tailor the pre-made content tiles to fit your needs. Suggested edits include:
Preferred Realtor — Add a website link tile pointing to your preferred real estate agent's Kaydoh portfolio or contact page. This is a great co-marketing opportunity
Buyer Checklist — Upload a PDF checklist or link to a helpful buyer resource
Contract Timeline — Upload a PDF or add a website link outlining the contract process step by step
Housing Market Information — Add a Live Market Report tile for the buyer's target area using the Content Library
→ Need help customizing Content Tiles?
Check out this quick guide: How to Add or Edit a Content Tile
Once everything is polished and professional, click SAVE AND COMPLETE, then PREVIEW your Pre-Approval Letter to ensure it’s ready to send.
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