Open File Request - Mortgage
| Date | Subject Property | Loan Type | Lien Position | Program Type | ||
|---|---|---|---|---|---|---|
| Date | Subject Property | Loan Type | Lien Position | Program Type |
Important Info & Procedure
- Processing of the request will commence once the Online Application has been finalized, and the credit report has been ordered.
- The Open File request serves as a prerequisite for various requests on VirtualAgents360. Failure to complete this step will result in the inability to proceed with these requests.
- Following the successful opening of the file, the Loan Originator will receive an email notification that includes copies of the initial online 1003/1008 for reference.
- To ensure efficient processing, all transaction-related documents forwarded to the office must be submitted through the EDM Document Upload.
- To enhance the Loan Origination experience and provide effective hands-on coaching, the Smart-Buy Mentor program is available to Loan Originators upon request.
