PreApp Options

PreApp Options consist of 7 sections: PreApp 1003 Options, Add Custom Fields, Edit Borrower Toolbox, Personalize Mobile Icon, Add Social Media Links, Add Tracking Codes, and Add Assistant Account and is accessed by clicking on the “Wrench” icon at the top right corner of your browser window then click on “PreApp Options.” Each section is also broken out in detail below.

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PreApp 1003 Options
Just like under “My Options” from above (when clicking on the gear; page 4), there are options here to choose from so we encourage you to read through them carefully. Remember, you can always re-adjust these later, if need be. You can access these options from either location!

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Add Custom Fields
To customize your PreApp 1003 Pre-Qualification form by adding custom fields, click on the “Wrench” icon at the top right corner of your browser window then click on “PreApp Options”, then on “Add Custom Fields.”

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Edit Borrower Toolbox

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Personalize Mobile Icon

This simple 2 step process allows you to easily upload your image icon, just click on the “Wrench” icon at the top right corner of your browser window then click on “PreApp Options”, then on “Personalize Mobile Icon.”

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Add Social Media Links

It’s tough to be successful in todays market without utilizing social media. We make it easy to integrate your social media accounts with PreApp 1003! Click on the “Wrench” icon at the top right corner of your browser window then click on “PreApp Options”, then on “Add Social Media Links.”

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Add Tracking Codes

To add Google Analytics and/or Facebook Pixel tracking codes, please click on the “Wrench” icon at the top right corner of your browser window then click on “PreApp Options”, then on “Add Tracking Codes.”

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Add Assistant Account

You can add accounts for an assistant, edit or delete an assistant account by clicking on the “Wrench” icon at the top right corner of your browser window then click on “PreApp Options”, then on “Add Assistant Account.”

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