How to Generate an Automated Preapproval 

 

1. Go to Etrafficers.com

2. Login

FIrst, you must add the Realtor to the database if the Realtor is not already in the database.  To do so:

1. 1.  Select “Pre-Approval” tab at top right
2. 2.  Select “Agent” option from Pre-Approval dropdown menu
3. 3.  Select yourself as a Loan Officer from the dropdown menu
4. 4.  Select “New Agent tab at top left
5. 5.  Enter Agent Data
6. 6.  Select submit to finish adding agent.

 

Once the agent is added, you must To Add New Borrower.  To do so:

1. 1.  Select “Pre-Approval” tab at top right
2. 2.  Select “Borrowers” option from Pre-Approval dropdown menu
3. 3.  Select yourself as a Loan Officer from the dropdown menu
4. 4.  Select “New Borrower” tab in upper left
5. 5.  Enter Borrower Data (* data required)
6. 6.  Select submit to finish adding agent.

 

The Realtor will receive an email informing them that they can now login and download Pre-approval for that borrower.  If the Realtor has never logged into our system, they will need to follow the instrucitons emailed to them to create a login.

 

Troubleshooting:

If the Realtor has difficulty loggin in, they can select the Realtor login and select “forgot password” and the system will generate an email allowing them to reset their password.  If that fails, you can login normally and go to the Realtor section of the website, "click on" the Realtor in the realtor screen, select edit and finish the profile for them.  Inthat section, you can create the Realtor's password and email and security question to them.