About Pre-Approve Me

Pre-Approve Me is a mortgage automation and point of sale (POS) solution designed to help loan officers and mortgage companies manage loan processing and client communication using a range of features including a custom DTI (debt-to-income) calculator, data reporting, in-app messaging, instant pre-approval letters, real-time milestone, and more. Native iOS and Android mobile apps allow users to stay connected on-the-go, and give homebuyers, realtors and loan officers quick access to up-to-date information.

Pre-Approve Me provides loan officers and mortgage companies with the tools to streamline the loan process, allowing them to automate pre-approval or pre-qualification letters, collect and store important documents, check loan status updates, chat with buyers, and more, all from a mobile device. With Pre-Approve Me’s custom DTI calculator, users can get accurate payments for each home and loan scenario, create and customize loan program templates, and more. The qualification calculator is specific to each client and is accurate enough to generate an automated pre-approval letter. Pre-Approve Me gives clients the flexibility to issue their own pre-approval or pre-qual letters.

The milestones tab shows buyers where they are in the loan process at-a-glance. One-click status updates ensure everyone involved in the transaction, including borrowers and realtors, stay informed. Emails, push notifications, text messages and ring-less voicemails also help users communicate easily. Integration with LOS or CRM systems allow users to automate milestone status updates. Users can customize the milestones as well as the milestone emails, texts and voicemail messages. Pre-Approve Me enables users to access their personal cloud storage (Dropbox, Google Drive) or use the snap scanner to take pictures of documents, keeping all information centrally located and accessible. Social sharing functionality enables buyers to share that they have been pre-approved to buy a home with their friends and family on social media.

Key benefits of Pre-Approve Me

  • Native iOS and Android apps allow homebuyers, realtors and loan officers to stay connected and updated on the go via mobile devices.

  • Pre-Approve Me saves time for loan officers by giving clients the flexibility to issue their own pre-approval or pre-qualification letters.

  • A central dashboard gives clients a quick overview of their loan status, enabling them to see if something urgently requires their attention.

  • Pre-Approve Me allows users to collect and store all documents in a single location, and gives clients access to their personal cloud storage (Dropbox, Google Drive). Clients can also use the snap scanner to take and submit pictures of any outstanding conditions.

  • Save time on phone calls by communicating with buyers through email, push notifications, text messages, or ring-less voicemails.

  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Images

    Use the custom DTI calculator to get accurate payments for each home and loan scenario
    Users can issue their own price-specific pre-approval or pre-qual letters
    The milestones tab shows buyers exactly where they stand in the loan process
    Clients can access their personal cloud storage (Dropbox or Google Drive) or use the built-in snap scanner to take pictures of outstanding conditions and submit them directly
    The social sharing function allows buyers to share their excitement with their friends and family via social media
    The central dashboard allows clients to get an overview of their loan status quickly and easily
    View 7 more
    Pre-Approve Me video
    Pre-Approve Me screenshot: Use the custom DTI calculator to get accurate payments for each home and loan scenario Pre-Approve Me screenshot: Users can issue their own price-specific pre-approval or pre-qual letters Pre-Approve Me screenshot: The milestones tab shows buyers exactly where they stand in the loan process Pre-Approve Me screenshot: Clients can access their personal cloud storage (Dropbox or Google Drive) or use the built-in snap scanner to take pictures of outstanding conditions and submit them directly Pre-Approve Me screenshot: The social sharing function allows buyers to share their excitement with their friends and family via social media Pre-Approve Me screenshot: The central dashboard allows clients to get an overview of their loan status quickly and easily

    Features

    Total features of Pre-Approve Me: 17

    • Applications Management
    • CRM Integration
    • Client Portal
    • Communication Management
    • Compliance Management
    • Contact Database
    • Customizable Branding
    • Email Notifications
    • Milestone Tracking
    • POS
    • Price Management
    • Reporting & Statistics
    • Social Network Marketing
    • Status Tracking
    • Task Management
    • Template Management
    • User Management

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    Reviews

    Overall rating

    5 /5
    (4)
    Value for Money
    5/5
    Features
    4,3/5
    Ease of Use
    5/5
    Customer Support
    5/5

    Already have Pre-Approve Me?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 4
    Brian G.
    Overall rating
    • Industry: Financial Services
    • Company size: 51-200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Game changer!

    Reviewed on 2018/12/13

    The ease of use for the borrowers to communicate, run accurate numbers, and upload required...

    The ease of use for the borrowers to communicate, run accurate numbers, and upload required documents is amazing!

    Pros

    My company has used the mobile app for many years, and it has completely changed the way we do business for the better! It's a must have for loan officers and mortgage companies!

    Cons

    Everything is great! I honestly cant think of a negative

    Kari A.
    Overall rating
    • Industry: Financial Services
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    I love this APP!

    Reviewed on 2019/02/06

    I have a custom app and love it! Best money I have ever spent. Realtors love it... It is easy for...

    I have a custom app and love it! Best money I have ever spent. Realtors love it... It is easy for borrowers to upload conditions. It saves me time and money! Great customer service also!

    Pros

    The ease for borrowers to upload conditions

    Cons

    I love everything about it and so do my buyers!!

    Chau T.
    Overall rating
    • Industry: Financial Services
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Great Mortgage App

    Reviewed on 2019/02/12

    User friendly. Easy to use. Well designed. Reliable. Great customer service.

    User friendly. Easy to use. Well designed. Reliable. Great customer service.

    Pros

    Pre Approve Me app is such an easy to use app and brings so much value. We have been providing the app to our clients for 3 years and all of our clients LOVE it. The app also saved us so much time by providing integration features with our CRM and let us use those time to generate more and more business.

    Cons

    Nothing that I dislike about the Pre Approve Me ap

    Verified Reviewer
    Overall rating
    • Industry: Financial Services
    • Company size: 201-500 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Branch Manager

    Reviewed on 2018/12/14

    I can answer better after using the app more.

    I can answer better after using the app more.

    Pros

    Still learning all of its features, but I like the ease of use.

    Cons

    I am new to tech software and not qualified to give a qualified answer today

    Pre-Approve Me FAQs

    Below are some frequently asked questions for Pre-Approve Me.

    Pre-Approve Me offers the following pricing plans:

    • Starting from: US$65,00/month
    • Pricing model: Subscription
    • Free Trial: Available

    Regular: $65/month Branded: $250/month (up to 5 loan officers) Enterprise: Contact Pre-Approve Me for pricing information.

    Pre-Approve Me offers the following features:

    • Access to marketing content
    • Active conditions list
    • Amortization schedule
    • Branded emails & marketing materials
    • CRM integration
    • Client database
    • Consumer web portal
    • Corporate compliance control
    • Corporate user management
    • Custom DTI calculator
    • Data reporting
    • Document upload/scanner
    • Electronic applications
    • In-app messaging
    • LOS integration
    • Loan level pricing
    • Loan origination
    • Loan program templates
    • Loan scenarios
    • Multi tier management
    • Multi-branch
    • Personal qualifier calculator
    • Pre-approval letters
    • Pre-qualification
    • Pricing management
    • Push notifications
    • Real-time milestones
    • Real-time pre app/qual letter
    • Realtor co-branding
    • Refinance management
    • Residential mortgages
    • Social media marketing
    • Social sharing
    • Status tracking
    • Task management
    • Visual presentation

    Pre-Approve Me has the following typical customers:

    Small Business, Mid Size Business

    Pre-Approve Me supports the following languages:

    English

    Pre-Approve Me supports the following devices:

    Android, iPhone

    Pre-Approve Me integrates with the following applications:

    Zapier

    Pre-Approve Me offers the following support options:

    Phone Support

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