Open File Request –  Mortgage         Important Info & Procedure

1. The requests will only be processed after Online Application has been finalized and the credit report has been ordered.
2. The Open File request is a prerequisite for various requests on VirtualAgents360, or such requests will not be able to proceed accordingly. 
3. After the completion of the Opening File request, the Loan Originator will receive an email notification including copies of the initial online 1003/1008 for reference. 
4. All transaction-related documents forwarding to the office, will only be processed after the request is received via EDM Document Upload. 
5. For smooth loan origination experience and effective hands-on coaching, the Smart-Buy Mentor program is available to L.O. upon request.