Loan officers can edit the amount, and send the pre-approval letter from the LO mobile app, if desired.
Edit and send a pre-approval letter
| 1. Tap View and send pre-approval letter in the Overview tab on the leads screen. |
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2. You can edit the amount by dragging the bar, if desired.
3. Tap SEND LETTER. |
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4. You will get a confirmation once the pre-approval letter is sent successfully.
5. Tap OK. |
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Note: You can contact your borrower by tapping the icons for text, call and email in the upper right hand corner of the screen.
- These actions will use your default text, phone, and email apps outside of the Blend Loan Officer app.
Resources:
Visit the LO Mobile App for iOS and Android section in Help Center for more resources.
DISCLAIMER: The features on this page may not be applicable to your institution. Please reach out to Blend Support for more information on what features are enabled for your use.