Send mortgage preapproval letters to borrowers and agents

Loan officers miss preapproval sends when CRM updates are overlooked, stalling offers and risking lost buyers. It creates the preapproval PDF and emails borrowers and agents so offers can proceed.

Overview

Missed preapprovals stall offers and risk losing buyers. This workflow converts a CRM status change into a formatted preapproval PDF and email so loan officers and borrowers get the documents they need and missed follow-ups drop dramatically. It protects your pipeline and creates an audit trail for compliance.

Notable Features

Create preapproval PDF from CRM
Email borrowers and agents instantly
Update CRM record with attachment