Issuing pre - approval letters
Hello, does anyone have a way to generate custom pre-approval letters? We are a standalone branch with a different name and logo from our parent mortgage company. Our CRM is Bonzo, and we do not have a way to issue PA letters out of that system. I'm looking for something we can pull up on cell phones while on the go and send out updated letters. Currently, we are just using a Word document and sending it as a PDF, but it's kind of messy to do that on a cell when you are not in the office. Does anyone have a solution?
Posted Aug 4, 2025, 4:28 PM UTC
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