LO mobile-Edit and send a pre-approval letter

Loan officers can edit the amount, and send the pre-approval letter from the LO mobile app, if desired.  

 Notes: 

• A pre-approval letter has been created for a loan on the desktop.
• Once a letter is already available on a loan, it can be edited, and re-sent via the mobile app.

Edit and send a pre-approval letter  

1. Click View and send pre-approval letter in the Overview tab on the leads screen. 

2. You can edit the amount by moving the bar, if desired. 

3. Click SEND LETTER.

4. You will get a confirmation once the pre-approval letter is sent successfully.

5. Click OK.

 Note: You can contact your borrower by clicking 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:

Generate a pre-approval letter

LO mobile-Download "Blend Loan Officer" mobile app

LO mobile-Permission access for mobile app

LO mobile-Log in

LO mobile-Profile settings and application URL

LO mobile-Create a new lead

LO mobile-Pull credit

LO mobile-Invite borrower or re-send invite

LO mobile-Track borrower progress

LO mobile-Counter sign disclosures

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.