Open File Request –  Mortgage         Important Info & Procedure

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