Open File Request - Mortgage
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Open File Request – Mortgage Important Info & Procedure
- The requests will only be processed after Online Application has been finalized and the credit report has been ordered.
- The Open File request is a prerequisite for various requests on VirtualAgents360, or such requests will not be able to proceed accordingly.
- 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.
- All transaction-related documents forwarding to the office, will only be processed after the request is received via EDM Document Upload.
- For smooth loan origination experience and effective hands-on coaching, the Smart-Buy Mentor program is available to L.O. upon request.