Step One: In the lower left corner of the screen, click the gear icon.

Step Two: A menu will come up with several options, from here choose if you would like to go into Company Settings in order to edit things for the whole company, or My Settings to edit your own settings.

Step Three: On the left side of the screen, under Personalization click Pre-Approval Letters.

Step Four: On the new page under Pre-Approval Letters click Edit Letter Template.

Step Five: The new page that opens is the letter template Editor. This is where you will add, edit, delete, and preview your letter templates.

Step Six: If you want to edit a template that already exists choose it from the top dropdown.

Step Seven: If you want to create a new template then click the Add Template button. You can then name the template in the Template Name section.

Step Eight: To set the letter type you will choose between Pre-Approval and Pre-Qualification in the drop down below where you set the template name.

Step Nine: The menu along the top of the letter space is where you can choose different text style options, choose alignment, turn on and off list numbers or bullets, and insert photos, tables, and dynamic text.

Step Ten: If you want to view the changes you've made click Generate Preview.