Open File Request - Mortgage
| Date | Subject Property | Loan Type | Lien Position | Program Type | ||
|---|---|---|---|---|---|---|
| Date | Subject Property | Loan Type | Lien Position | Program Type |
Open File Request
– Mortgage
Important Info & Procedure
- The request will only be processed after Online Application has been finalized and the credit report has been ordered.
- The open File request is a prerequisite of various requests on VirtualAgents360, or such requests will not be able to proceed accordingly.
- After the completion of the opening file, 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.
