In order to add the subject property address of TBD home to the pre-approval letter, you need to make sure you have a few settings in place.

​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: Click on Pre-Approval Letters in the in the side menu on the left side of your screen, under Personalization.

Step Four: Click on the Edit Letter Template button.

Step Five: After clicking on Edit Letter Template a template like the one pictured below will pop up. At the bottom of the list, under Loan Details type Subject Property.

Step Six: A dynamic text field will be needed for the Subject Property line that was just added. In order to add the dynamic text field click on the button circled in the image below.

Step Seven: After clicking on the dynamic text button, a menu will come up, click on Subject Property Details.

Step Eight: A drop-down menu will appear when you click on Subject Property Details, click on Subject Property/Address and finally the green Insert button to add the dynamic text to the letter template.

The added dynamic text should look like the image below.

Step Nine: Don't forget to save your work! You can find the Save button at the top of the screen, above the pre-approval letter that was just edited.

Step Ten: In order to add the letter to the loan via the computer, go back to the Loan Dashboard. At the top of the Loan Dashboard, in the Loan Info box, the first line will say Subject Property Address. Click on Add Subject Property/Address to the right of Subject Property Address.

​Mobile Version: Under Property Information, click on Subject Property Address.

Step Eleven: A box will pop up labeled Subject Property Address, fill in the information and click save.

Mobile Version: A box will pop up labeled Edit Subject Property Address, fill in the information and click save.

Step Twelve: All you have to do now is click the Send Pre-Approval Letter button on the desktop version.