Create preapproval letter and email borrower and agent

Your preapproval records in the CRM delay borrower outreach when letters are created manually. Get preapproval PDFs generated and emailed to borrowers and agents same day.

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Overview

Manual creation of preapproval letters slows outreach and risks missed buying windows for borrowers. This flow generates a templated preapproval PDF and emails borrowers and agents within minutes of a CRM update, freeing loan officers and processors to keep files moving same day.