Personalizing the Shape Pre-Approval Letter
Want to adjust the design and/or verbiage of the pre-approval letter being sent from Shape? You have the ability to edit the pre-approval letter that is sent out through your customer portal.
- Go to Settings>Editable Documents
You can do this by going to your Settings > Editable Documents. You will then click “Choose” to the right-hand side of the document you’d like to edit, then choose “Edit.” Editable Documents: https://secure.setshape.com/editable-docs
- Once in the document editor, feel free to adjust fonts, sizes, add merge tags with the “See Tags” button
Use the WYSIWYG editor to adjust the font, add images, links, and much more!
Sending your Pre-Approval Letter to Customers
Once you’ve completed designing/editing the various pre-approval letters you plan on supporting, you can then choose which template to send via the “Portal” tab within your customers’ record files. To do this, open up a customer’s record, navigate to the portal tab. Once on the portal tab, scroll down below the list of documents to find the “Send Pre-Approval Letter” button.
Frequently asked questions
I am getting an error when previewing my letter before sending.+
This is most commonly due to a broken link or an error with the format being used. Please reach out to our dedicated Support Team at support@setshape.com.
Can my Partners send generate and send this pre-approval letter?+
Yes! There is a checkmark within the clients record in Shape to allow referral Partners to generate pre-approval letters from their partner Shape account.