Issuing Pre-Qualification and Pre-Approval Letters Yourself

Expire and Disable Q

Let's explore how to leverage QuickQual on your phone to swiftly issue Pre-Qual and Pre-Approval letters, empowering both you and your clients in real estate transactions.

Step 1: Accessing QuickQual on Your Phone

Step 2: Log in and Locate Client File

  • Open the LenderLogix app and log in
  • Navigate to "All QuickQuals" to view a list of client files.
  • Use the search bar or scroll to find the relevant file for the agent or borrower in question.

Step 3: Generate a Letter

  • Tap on the file and select "Preview QuickQual" from the options menu (three dots). This opens the calculator for the selected client.
  • While on the phone with the agent or borrower, inquire about details such as sales price, down payment percentage, property address, property taxes, and homeowner's insurance.
  • Edit the pre-approval letter within the QuickQual calculator based on the agent's requirements and the client's scenario.
  • If the parameters are met, tap on either the "Issue Pre-Approval Letter" or "Issue Pre-Qualification Letter" button at the bottom of the calculator.

Step 4: Sharing the Pre-Approval Letter

  • Tap on your phone's share icon and share the letter by whichever medium you prefer:

With QuickQual on your phone, you can efficiently address agent inquiries and issue pre-approval letters on the go, enhancing client service and expediting real estate transactions. For further assistance or inquiries, please reach out to us at!