How to Create a Pre-Approval Letter Page
Using the Simple Mode
Shuvo
Last Update sebulan yang lalu
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.
- 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:
Pre-Approval Letter – Leave as is to present the official document.
Preferred Realtor – Link to your personal portfolio or contact page.
Buyer Checklist – Use a helpful resource like the Homebuyer’s Purchase Checklist.
Contract Timeline – Outline the contract process step-by-step.
Housing Market Information – Include relevant local market stats or insights.
→ 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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