EDM Document Upload - Mortgage

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Important Info & Procedure

  1. All transaction related documents forwarding to the office, are to be uploaded via EDM Document Upload only. 
  2. All document to be legible in PDF format only. Photographic version is not acceptable.
  3.  Individual file to be sorted and uploaded under the predetermined file name, and category listed on the request.
  4. Due to automation processing by Electronic Document Management system, incorrect file distribution may occur, if file name and category requirements were not followed accordingly. 
  5. Office will only process documents received from VirtualAgents360, any other form of delivery, such as email, fax, or hand delivery etc. will not be handled by the office. 
  6. Documents provided by 3rd parties, including escrow, title or HOA etc., must be uploaded in request by agent after reviewed and approved.