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Login to your Account Administration and navigate to this page:
Loan Apps> View Pre-Qualifications



Each incoming loan pre-qualification will be listed with a few details about the client and the loan itself. To view the complete loan submission, click the associated View link.




When finished, click the Return to List of Prequalifications button to return to the previous screen.

The broker can reassign a pre-qualification to any loan agent by selecting a loan agent from the drop down list and clicking the Reassign Loan button. The loan will still be viewable by the broker here but will now appear for the assigned loan agent as a pre-qualification when they log in to their account administration.

To permanently delete a pre-qualification, click the associated Delete link.