Systems are amazing and ours is no exception. **Dusts Shoulder off**
But like all systems, Pre-Approve Me has a learning curve. Here are 5 tips to help you get started on the right foot.
Be the borrower: Go through the process of applying and moving through the system as if you are a borrower. This will help you better understand how the system works from your customers perspective and will give you more confidence explaining it.
Start by filling out your own loan application. REMEMBER: Use an email that is NOT being used in Pre-Approve Me. (So perhaps a personal email vs your business Email)
After you have submitted an application, Look for the text invitation to install (Add to home screen) your mobile app. If your Mobile App is not branded, consider checking out our guide for creating your own CUSTOM BRANDED MOBILE APP.
Realtor Referrals Made Easy: Learn more about the value we provide real estate agents and how to present this system to them. The best way is to study the "Realtor Landing Page". This example is NOT Branded, but you do have a branded one in your Marketing Recourses Tab. Read each section, watch all the video's ... Then pick your best Realtor Friend and show them how it works.
Turn on Integrations: Do you use Dropbox? Lending Pad? HomeBot? Or any of our other integrated partners? Connect Pre-Approve Me to supercharge your efficiency! To find your integrations, go into your Profile and click "Integrations".
Find helpful Guides: Our support team has spent a lot of time building help/support articles about nearly every part of our platform. You can find those guides on the lower left hand side of our website by clicking the "Need Help?" button or the question mark button or by CLICKING HERE
Watch Our Demo: Often times the best way to learn a new system is to see it in action.
Thank you!
Team Pre-Approve Me