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Editing Quote Term Sheet

How to customize quote term sheets to send to your borrowers

Updated over a month ago

Only limited edits can be made to the term sheets generated from the automatic quote generation functionality, including your logo, text included at the bottom of the term sheet, and the items listed in closing costs, which pull in from your sizer.

However, we also have a template available that you can customize to instead generate quote term sheets using our document generation functionality. You can find the template below:
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