Generate a pre-approval letter

Loan teams can generate pre-approval letters in Blend regardless of export status, however, Approve/Eligible result is required from running DU in Blend.

Generate a pre-approval letter

1. Click the Send Letter on the Lender Toolbar within the Application tab.

2. Add any additional message in the Message to borrower box, if needed.

3. Select the name(s) you wish to send the letter to.

4. Click Preview to view the letter before sending, if desired. 

5. Click Send letter. 

Generate a pre-approval letter after post submit

1. Click the Edit letter on the Lender Toolbar within the Application tab.

2. Add any additional message in the Message to borrower box, if needed.

3. Select the name(s) you wish to send the letter to.

4. Click Preview to view the letter before sending, if desired. 

5. Click Send letter. 

  TIP: Click the Preview button to view the letter before sending or click the View letter link to view the letter after it is sent.

 Note: Once TRID is triggered, you will not be able to generate a pre-approval letter post-export.

 Note: This feature is currently available to LO Toolkit customers only.

Sample pre-approval letter

 Resources:

PAB - Workflow

LO Toolkit - Navigation - Toolbar, sidebar & responsiveness

LO Toolkit - Key features - Credit

LO Toolkit - Key features - Liabilities

LO Toolkit - Key features - Pricing- Optimal Blue

LO Toolkit - Key features - Pricing- Check rates through Optimal Blue

LO Toolkit - Key features - Monthly housing expenses

DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (support@blend.com) for more information on what features are enabled for your use.