How to use
- Pick the loan officer. Their photo, cell, email and NMLS fill in automatically.
- Choose Switch (thank-you form) or Pre-Approval.
- Type the client name, and for Pre-Approval the date, price, amount, term, rate and FICO.
- Hit Download PDF. That file goes to the client or listing agent.
Client details never leave this browser. Under Loan officer, top left: change a headshot, fix LO details, or add an LO who is not on the list.
