Pre-Approvals

Productivity Tip

For a Mortgage Broker, it's important to know what is happening in terms of a Pre-Approval. A client may have more than one Pre-Approval (multiple lenders) and you may want to know details about the offer from the Lender and when it expires.

Load a Pre-Approval

1.	Firstly, select the Mortgage you want to work with.

2.	If a Pre-Approval does not exist for this Mortgage, the system will ask if you wish to create one.

3.	Having clicked 'Yes' you will be presented with the following Pre-Approval screen.

4.	Fill out as much of the form as you can.

5.	If the client has more than one Pre-Approval, you can use the Copy Pre-Approval button to create the next one.

6.	Add the new details as appropriate - here we have chosen Kiwibank.

7.	Don't forget to add an expiry date if you want to keep track of this.

Take up a Pre-Approval

1.	Once a client with a Pre-Approval finds a property, they may want to take up the Pre-Approval or part of the Pre-Approval.

2.	Here you would complete the details on 'Date Taken Up' and 'Amount Taken Up', then press the 'Take up Pre-Approval' button to create the Application.

3.	Click on Applications to see the result.