Pre-Approve Me
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Getting Started

Getting started with Pre-Approve Me

A quick tour of the platform and the first steps to launch your branded borrower experience.

Updated · 1 min read

Key takeaways

  • Set up your branding first so every borrower touchpoint looks like you.
  • Share one link for search, applications, and pre-approvals.
  • Book a demo if you want a guided setup.

Pre-Approve Me gives your borrowers one branded place to search homes, apply, get pre-approved, and track their loan through closing. This guide walks through the first things to set up so you can start sharing it.

Set up your branding

Your borrowers should only see you. Before you share anything, add your logo, headshot, colors, and contact details so every screen and email carries your brand.

Your application link is the front door for new borrowers. Add it to your email signature, website, and social profiles so applications come straight into your pipeline.

Invite your team

If you work with processors or assistants, invite them so everyone works from the same loan files, conditions, and milestone updates.

Next steps

  • Connect your loan origination system from the Integrations guides
  • Send yourself a test application to see what borrowers experience