EDM Document Upload - Mortgage
Important Info & Procedure
- All transaction related documents forwarding to the office, are to be uploaded via EDM Document Upload only.
- All document to be legible in PDF format only. Photographic version is not acceptable.
- Individual file to be sorted and uploaded under the predetermined file name, and category listed on the request.
- Due to automation processing by Electronic Document Management system, incorrect file distribution may occur, if file name and category requirements were not followed accordingly.
- 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.
- Documents provided by 3rd parties, including escrow, title or HOA etc., must be uploaded in request by agent after reviewed and approved.