Generating Pre and Post Market Appraisal Letters in Loop

Article Purpose: This article explains how to generate pre and post market appraisal letters within the Loop platform.

Steps:

1. Open Appraisal File:

   • Begin by opening the relevant appraisal file within the Loop platform.

2. Navigate to Documents:

   • Locate and click on the "Documents" tab within the open appraisal file.

3. Select Letter Type:

   • Within the "Documents" section, you will find a dropdown menu.
   • Click on the dropdown menu to reveal the available document templates.
   • Select either "pre appraisal letter" or "post appraisal/report letter" based on your requirements.

4. Create the Letter:

   • After selecting the desired letter type, click the "Create" button.
   • This action will generate a draft of the selected letter.

5. Edit the Letter:

   • The generated letter is now editable.
   • Review the content and make any necessary adjustments, such as adding, deleting, or modifying text.
   • Once all edits are completed, click the "Save" button.

6. Preview the Letter:

   • To preview the letter, open the preview tab.
   • This will display a preview of the letter as it will appear to the recipient, including your banner and footer information.
   • This allows you to verify the layout and content before sending.

7. Rename the Letter (Optional):

   • If desired, you can change the name of the letter to a more specific or descriptive title.

8. Send or Download the Letter:

   • Once you are satisfied with the letter, select it.
   • You can then choose to:
     • Email: Click the "Email" button to send the letter directly to the recipient via email.
     • Download: Click the "Download" button to save the letter as a file (e.g., PDF) for printing or manual posting.

Support:

• If you have any further questions or require assistance, please contact the Loop support team at support@loop.software.