---
title: How to Preview or Send a Pre-Approval Letter
description: PUBLISHED
---
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October 1, 2026
# How to Preview or Send a Pre-Approval Letter
## This guide shows how you can send a Pre-Approval letter by using the quick action to log the sent date and update the status, or by accessing it in the Send/Preview \> Print Forms library.
### **Option 1: Use the Send or Preview Pre Approval Button**
#### **Quick Action:**
Use the **Send Pre-Approval** button to update the loan status and record the sent date under **Overview \> Critical Dates**.
- **If the property address is TBD:** The email subject line and message body will show *Pre-Qualification*. The loan status updates to **Pre-Qualify** once the email is sent.
- **If the property address is entered:** The email subject line and message body will show **Pre-Approval**. The loan status updates to **Pre-Approval** once the email is sent.
- **If you click Preview:** A PDF is displayed, but the loan status does not change.
⚠️ **Note:**
- This logic is system-driven and cannot be changed.
- The loan status is tied to the **Pre-Approval or Pre-Qualify date** in **Overview \> Critical Dates**.
- If a date is missing, using **Send** will record it and update the status.
- Once the date exists, the system will not replace it under any circumstance.
- Manual changes are allowed based on user role and permission settings. All changes are fully logged in the Audit tab and should be used only to correct errors.
#### **Steps**
- Open the **Loan File**.
- Go to **Actions \> Other Actions \> Send or Preview Pre-Approval Letter**.
- Click **Preview** to view the letter as a PDF (no status change).
- - Click the **Send** button to begin the send process (logic applies).
- After clicking the **Send** button, the **Print Form Parameters** page opens. Here you can:
- Add a **Pre-Approval Letter Expiration Date**.
- - Enter any conditions for **Final commitment for this loan is also subject to:**.
- - Click **Save & Continue**.
- The next screen displays the **email template** with the letter attached. Here you can:
- Review the **recipients** and add additional recipients if needed.
- - Click the **document attachment** to review the Pre-Approval Letter.
- - Review and modify the **email subject line** and **message body**.
- - Click **Send** **Email** when everything looks good.
---
### **Option 2: Use Send/Preview Print Forms (without changing the loan status)**
- Go to **Actions \> Other Actions \> Print Forms**.
- Search for **Pre-Approval Letter**.
- Select the form by checking the box next to it, then choose one of the following actions at the top:
- Click **Preview Documents** to open the letter as a PDF.
- Click **Send Documents**\> email the letter without changing the loan status.
*Note: Both options will first take you through the* ***Print Form Parameters*** *page (same as in Option 1) before showing the PDF or email*
---
#### **Quick Troubleshooting**
If you click **Preview** and the PDF does not open:
- Look for the **popup blocker icon** in your browser’s address bar.
- Click it and choose **Allow pop-ups**.
- Click the link to open the PDF, or regenerate it by clicking **Save & Continue** .
---
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