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Adding Seller Contributions
Adding Seller Contributions

How do you add seller contributions to your borrowers Pre-Approval Letters?

Kailey Oswald avatar
Written by Kailey Oswald
Updated over a week ago

Step One: From the Loan Dashboard, click on View All Loan Settings from inside the Control Center box on the right side of the screen.

ViewAllLoanSettings

Step Two: Clicking View All Loan Settings will bring you into the settings menu. On the left side of the screen, under System Defaults, click on Pre-Qualification Letters.

PreQualLetters

Step Three: In the center of the Pre-Qualification Letters page, click Edit Letter Templates.

EditPreQualLetters

Step Four: Clicking Edit Letter Template will open another window. In this new window, make sure you have your Pre-Qualification Letter selected; in order to do this, simply click on the dropdown menu near the top of the screen and select the appropriate template for the specific loan.

PreQualLetterMenu

Step Five: Scroll down to where the template says Loan Details. At the bottom of the Loan Details List add Seller Contributions.

SellerContributionsGIF

Step Six: In order to add a place for Dynamic Text next to Seller Contributions, click on the </> symbol at the top of the letter editor page.

PreQualDynamicText

Step Seven: A box called Insert Dynamic Text will pop up. Click on Loan Details.

LoanDetailsDynamicText

Step Eight: After clicking Loan Details, loan detail options will drop down. Find Seller Contributions $ or Seller Contributions % depending on your preference.

SellerContributions

Step Nine: After selecting Seller Contributions, click on Insert in the bottom right corner of the box.

SellerContributionsInsert

Step Ten: Make sure to click Save Changes at the top of the letter editor page.

SaveLetterChanges

You have successfully added Seller Contributions to your Pre-Qualification Letter!

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