All Collections
Letters
Adding expiration date to letter
Adding expiration date to letter

How to add the letter expiration date to letter templates

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

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.

***Company Settings***

***Personal Settings***

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

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

EditTemplate

Step Six: Any blue fields in the letter are Dynamic Text. The dynamic text fields are where the customer's information will be filled in. Letter Expiration is a dynamic text field. Click the </> button the add the dynamic text.

DynamicText

Step Seven: Select Loan Details to open the loan details drop-down and then select the Approval Expiration Date option.

Step Eight: Scroll to the bottom of the Insert Dynamic Text window and click Insert.

You will then see the Approval Expiration Date dynamic text added to your letter.

Step Nine: At the top of the screen, click Save Changes to save your new template.

SaveTemplateChanges

Your letter now has the letter expiration date on it!

Did this answer your question?