1
Enter verified borrower and loan details
Start with the details you have confirmed, including amount, program, occupancy, expiration, and any company-required fields.
A client-ready workflow
Prepare the letter, then review every detail before it goes out.
LoanSide helps you turn the verified information you enter into a polished pre-approval letter format that you can preview, download, or email through your approved process.
2
Review the live letter
See the finished format as you work, so you can check names, figures, loan terms, property details, and required wording.
3
Use your approved delivery process
Download the reviewed letter as a PDF or prepare it for client delivery. You remain responsible for accuracy and authorization.
Illustrative letter previewGeneric sample · not a pre-approval
Your LoanSide BrandLoan Officer · Company · NMLS information
Date appears here
after review
after review
RE: Pre-Approval Letter Format
To whom it may concern:
This visual example shows how the verified borrower and loan information you enter can be presented in a clear letter format. It does not represent a real borrower, loan approval, credit decision, or commitment to lend.
Borrower(s)Verified borrower name(s)
Approved amountVerified amount
Loan programVerified program
PropertyOptional verified property
ExpirationVerified expiration date
Final terms, conditions, and required disclosures are determined through the applicable underwriting, compliance, and company approval process.
GENERIC EXAMPLE ONLY — NOT A PRE-APPROVAL, LOAN ESTIMATE,
CREDIT DECISION, OR COMMITMENT TO LEND. Use only approved
company language and all required disclosures. Verify every
detail before delivery.
Less reformatting
Use a structured letter layout rather than rebuilding the document in a separate editor for each client.
Your branding
Configured Loan Officer, company, and NMLS information can be carried into the output you review.
Still your responsibility
The workflow is a preparation tool; it never replaces review, approval authority, underwriting, or disclosure requirements.
Prepare your next reviewed pre-approval letter in LoanSide.
Start a free trial to access the live preview, PDF download, and client-delivery workflow.