Open File Request - Mortgage
Important Info & Procedure
- Request will only be processed after Online Application has been finalized and credit report has been ordered.
- Open File request is a prerequisite for various other requests on VirtualAgents360, or such request will not be able to proceed accordingly.
- Loan originator will receive email notification including copies of 1003/1008 for reference after request has been completed.
- All transaction related documents forwarded to processing team, will only be processed after request received via EDM Document Upload.
- For smooth loan origination experience and effective hands-on coaching,
Smart-Buy Mentor program available to L.O. upon request.