Loan Workbench: How to Email the Borrower a Prequalification Letter

After a soft credit pull and a discussion with the borrower on their interests and requirements on a property, send them a prequalification letter from Command Center with their pre-approval terms and conditions. 

Email the Borrower a Prequal Letter

      1. Navigate to Pipeline from the left-hand menu. 

      2. Double-click on a Loan Number, and select the Selling tab. 

      3. View the prequal letter and select the checkbox when you are ready to send. 

      4. The borrower's email address will automatically appear if it was entered in Encompass. If not, enter their email address in the To field. 

      5. Enter the Subject and Message. The selected prequal letter will be attached at the bottom of the outgoing message. 

      Note: Always include your AFN Email Signature to display the borrower your contact information. By default, it is not included. 

      6. Click  when finished composing your message. 

   

      7. The Date Sent will have a date stamp listing when the prequal letter was emailed to the borrower.

Send a prequal letter from Command Center to display their preapproval terms and conditions the borrower could have when they work with AFN. 

• Related Articles

• Loan Workbench: Loan Summary

  The Loan Summary page provides key important loan information in one view. AFN team members can see the timeline of milestones, key dates, access detailed loan data and perform swift actions in Command Center.  In this view, users can quickly see ...

• Loan Workbench: Conditions Overview

  The Conditions tab offers an all-in-one view for all conditions associated with the loan. Users can view all conditions or select from the following categories: PTD, Collateral, Compliance and PTF.  View Loan Conditions       1. Navigate to Pipeline ...

• Loan Workbench: How to Email the Borrower Selling Presentations

  Send the borrower Refinance and Debt Consolidation Presentations from Command Center to display options the borrower could achieve when they refinance with AFN.  Email the Borrower Selling Presentations       1. Navigate to Pipeline from the ...

• Loan Workbench: How to Pull a Hard Credit Report on a Borrower

  Pull a hard credit report on your borrower to view their creditworthiness and credit score from all three credit bureaus.  How to Pull a Hard Credit Report on a Borrower       1. Navigate to Pipeline from the left-hand menu.       2. Click on ...

• Loan Workbench: Contacts

  View the loan application's point-of-contacts in Command Center to quickly communicate any questions and concerns on the loan. Users can see the Name, Email, Phone Number, Employer and Business Name will be listed on certain contacts.  Contacts ...