Knowledge Base
Documented or Underwritten Pre-Approval
In certain cases, you may direct your borrower to apply on the Morty website for an underwritten pre-approval. Below are the steps to complete this.
1. Customer creates an account and fills out a Morty application.
A. Customer enters “TBD” in the address line and the city and zip code of the area they are looking to purchase.
![](https://pmlo-training.s3.us-east-2.amazonaws.com/Screenshot-2024-05-20-at-11.36.31-AM-1024x579.png)
B. If the Customer has already created an account with a property address, update the account to a TBD address by clicking the pencil icon next to the address on their dashboard.
![](https://pmlo-training.s3.us-east-2.amazonaws.com/Screenshot-2024-05-20-at-11.41.35-AM-1024x510.png)
C. Customer selects Loan Application from their dashboard and completes the full application (including running their credit).
![](https://pmlo-training.s3.us-east-2.amazonaws.com/Screenshot-2024-05-20-at-12.11.11-PM-1024x451.png)
E. Customer specifies in the text box that they are looking for a Documented or Underwritten Pre-Approval.
![](https://pmlo-training.s3.us-east-2.amazonaws.com/Screenshot-2024-05-20-at-11.56.05-AM.png)