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How to Generate and Send Forms in SphereLOS

Learn how to generate, preview, print, and send forms in SphereLOS. This guide explains how to use the Pre-Approval Letter shortcut or the Print Forms option to access all available forms, with steps for previewing, emailing, or sending documents for e-signature.

 ⚠️ Important: To ensure forms display correctly, the loan file must have:
    • A subject property with city, state, and ZIP code entered (use TBD if the street address is not yet known).
    • A loan type or program selected under Loan and Property > Loan Information or Overview > Terms and Mortgage.
  1. From the Dashboard or Pipeline, search for the loan and click the Loan Number to open the file.

  2. In the loan file, click Actions on the left-hand menu.

  3. Under Other Actions, choose one of the following:

Option 1 – Pre-Approval Letter (shortcut)

Click Send or Preview next to Pre-Approval Letter. This generates the Pre-Approval Letter and includes a short email template.

Option 2 – Print Forms (all forms)

    • Click Send/Preview next to Print Forms.

    • This shows all available forms for the loan, including the Pre-Approval Letter.

    • Then:

      • Choose a package or search for a form.

      • Select the form.

      • Click Preview Document to view the PDF.

      • Click Send Document to email it as an attachment or link.

      • Click E-Sign Document to send it for electronic signature.



Questions? Contact us at support@spherelos.com — we’re here to help.