Step One: From the Dashboard select the loan from the Loans & Leads list who's letter you want to add the expiration date to.

Step Two: On the right side of the selected loan's dashboard is the Control Center. At the bottom is a button labeled View All Loan Settings. Click this button, and it will open the settings page for the specific loan.

Step Three: On the settings page is a menu on the left side. Find the Pre-Approval Letters menu option and select it. This will open the letter settings page.

Step Four: Click Edit Letter Template to open the letter template editor for all the letters this loan may use.

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.