Sometimes, borrowers require a letter of introduction or a soft quote before divulging their contact information. To get the contact information, follow the steps below. After you do it once, sending an introduction message will take you less than a minute.
Composing a soft quote could take 3-5 minutes, but it may be worth it. Hopefully, your competitive soft quote will net you the loan, but if your quote is unacceptable, you will not need to waste any more time with this client.
You could manage an introduction message with four clicks without writing anything :
Click "Get Phone Number" or "Get Borrower email".
Click Send a message or, better yet, if you have enough information on the loan request, Soft Quote.
If you select
You will be linked to the Loan
Tracking page
If you select 
,you will be linked to enter the Soft
Quote page. (See #6)
3. To compose a message,
Select the Introduction button.
Select an attitude
Click the Go
Optional – You may enter an additional pitch about yourselves before clicking the Go button.
When you click the GO button, Lendersa® AI Agent will combine the loan request data with your profile to create a message. Wait a few seconds for the results.
4. Review the message.
A. You may edit it manually.
B. Make it shorter or longer, or redo it.
C. You may compose a message without any AI help.
D. The data in the message originates from the loan request and your lender's public profile and Pitch.
To Change your company Pitch, go to ACCOUNTS and then to COMPANY CONTACT
E. Lendersa® AI may also use data from your public profile. Click the PUBLIC link on your dashboard top bar to change or add to your public profile.
5. When you are satisfied with the message,
click the 
to send it to the borrower.
6. To Send a soft Quote or LOI, click the 
and follow the instructions on the page.
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NMLS 1795154